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RIA Insights
Gui Costin, Founder, CEO | April 26, 2023
The Silicon Valley Bank upheaval which occurred in early March had caused many Teams and FAs to...
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Technology
Gui Costin, Founder, CEO | April 14, 2023
As a busy salesperson, it’s one thing to sign up for a free trial for a new database platform, but...
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Technology
Gui Costin, Founder, CEO | April 10, 2023
Institutional databases come in a variety of functionalities and channel specialties, and, of...
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Technology
Gui Costin, Founder, CEO | March 31, 2023
If you’ve ever gone through the process of bringing a new software or data platform onboard at your...
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Investment Insights
Gui Costin, Founder, CEO | March 30, 2023
Our last 13F update we reviewed the ETF product landscape and ETF flows trends which we saw occur...
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RIA Insights
Gui Costin, Founder, CEO | March 27, 2023
Wrapping up February the wire house channel became more active as recruiting picked up. On a...
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