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Gui Costin, Founder, CEO

Gui Costin is the Founder and CEO of Dakota.

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Blogs By Gui Costin, Founder, CEO

skyline over the water RIA Insights | August 31, 2022

Financial Advisor and RIA Acquisitions Reported the Week of August 28

With the markets calming down a bit during the last few weeks, we saw a resumption of RIA, advisor...

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jersey city, new jersey RIA Insights | August 24, 2022

The Top 10 RIAs in Secondary Cities

Imagine it: your boss tells you you need to start doing outreach in RIAs because it's a large,...

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man looking at stats on a tablet Investment Insights | August 16, 2022

2022 Mid-Year ETF Product Trends

While global markets experienced varying degrees of asset class returns in the first half of 2022,...

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skyline RIA Insights | August 4, 2022

Financial Advisor and RIA Acqusitions Reported the Week of July 29

Barry Power and his team The Power Wealth Management Team (including Jr FA Ben Alsop and CSAs...

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keyboard, notebook and coffee Investment Insights | July 27, 2022

The Top 10 Holders of Values ETFs

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

How to Host an Effective Quarterly Update Webinar for Your Investment Firm

As one quarter wraps up and another begins, many money managers are finalizing last quarter’s...

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