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The New Year hangover continued into the second half of January as FA movement remained below the...
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Video
Gui Costin, Founder, CEO | February 15, 2023
When it comes to shooting video for your company or nonprofit, just committing to getting in front...
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RIA Insights
Gui Costin, Founder, CEO | February 9, 2023
With many traditional recruiting activity channels slowing during December, wirehouse activity...
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Dakota Marketplace
Morgan Holycross, Marketing Manager | February 6, 2023
As an investment sales professional, you must attend conferences to meet with various advisors,...
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Investment Insights
Gui Costin, Founder, CEO | January 27, 2023
Last update we took a high level look at the asset class level filings and flows into ETFs during...
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Investment Insights
Gui Costin, Founder, CEO | January 19, 2023
Our last 13F update we highlighted trends in alternative strategies in the ETF space as allocators...
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RIA Insights
Gui Costin, Founder, CEO | January 10, 2023
The last month of 2022 did not disappoint from an activity basis as many RIAs, FAs and acquisitions...
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