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Gui Costin, Founder, CEO

Gui Costin is the Founder and CEO of Dakota.

More about Gui Costin, Founder, CEO

Blogs By Gui Costin, Founder, CEO

business meeting Investment Insights | November 30, 2022

Q2 13F Trends: Equity Sub-Asset Flows

Capping off the 13F-flow trends we observed among allocators for the second quarter, even though...

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Investment Insights | November 28, 2022

Q3 13F ETF Product Trends

With the 3rd quarter 13F filing window now closed, Marketplace was tracking 3250 ETFs from 300...

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conference attendees Sales Best Practices | November 7, 2022

Investment Industry Conferences: 8 Tips to Maximize Your Experience

If you’re looking ahead to next year — or even the next few months — and starting to plan your...

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skyline RIA Insights | November 3, 2022

Financial Advisor and RIA Moves Reported in the First Half of October

During the first half of October LPL, Rockefeller and Cetera maintained their net asset leads for...

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skyline RIA Insights | October 26, 2022

Financial Advisor Moves and RIA Acquisitions Reported in the Second Half of September 2022

The back half of September continued to see a high amount of movement within the wirehouse...

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Laptop Investment Insights | October 25, 2022

Q2 13F ETF Flow Comparison By Sub-Asset Class

During Q2 the 13-F trends we saw from an asset class/sub asset class level were contrary to what...

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