Gui Costin is the Founder and CEO of Dakota.
More about Gui Costin, Founder, CEO
RIA Insights
| August 24, 2022
Imagine it: your boss tells you you need to start doing outreach in RIAs because it's a large,...
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Investment Insights
| August 16, 2022
While global markets experienced varying degrees of asset class returns in the first half of 2022,...
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RIA Insights
| August 4, 2022
Barry Power and his team The Power Wealth Management Team (including Jr FA Ben Alsop and CSAs...
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Investment Insights
| July 27, 2022
Passive ownership of the S&P 500 has doubled in the past seven years, with 21% of market...
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Investment Insights
| July 21, 2022
As one quarter wraps up and another begins, many money managers are finalizing last quarter’s...
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Sales Best Practices
| July 14, 2022
Social media might not be the first thing investment sales people think of when talking about their...
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