Passive ownership of the S&P 500 has doubled in the past seven years, with 21% of market...
Read MoreTop 10 Family Offices in the UAE
March 27, 2024Top 10 Family Offices in the United Kingdom
February 8, 2024Top 10 Private Company Databases for 2025
October 3, 2025Top 10 Family Offices in New York
August 21, 2024
Investment Insights
Gui Costin, Founder, CEO | July 21, 2022
As one quarter wraps up and another begins, many money managers are finalizing last quarter’s...
Read More
Sales Best Practices
Gui Costin, Founder, CEO | July 14, 2022
Social media might not be the first thing investment sales people think of when talking about their...
Read More
Investment Insights
Gui Costin, Founder, CEO | June 30, 2022
It was not that long ago in April 2020 when US crude oil had gone negative ( below $0) as the Covid...
Read More
Dakota Marketplace
Gui Costin, Founder, CEO | June 23, 2022
By now, if you’re a salesperson, you already know the importance of entering (clean, accurate) data...
Read More
RIA Insights
Gui Costin, Founder, CEO | May 27, 2022
If you're in investment sales, you likely already know that one of the biggest problems of selling...
Read More
Investment Insights
Gui Costin, Founder, CEO | May 19, 2022
The bond market has not had a consistent trend over the past year, which has created a challenging...
Read More