The Characteristics of an Elite Salesperson

If you're in the investment sales business, or you're thinking about becoming an investment...

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skyline Gui Costin, Founder, CEO | May 24, 2023

Second Half of April 2023 Financial Advisor and RIA Moves and Acquisitions

Independents and Banks: Dustin Mac Brown (DM Brown Financial Services) in Scottsdale, AZ with $190...

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skyline Gui Costin, Founder, CEO | May 19, 2023

April 2023 Financial Advisor and RIA Moves and Acquisitions

Regional banking news continued to occupy the headlines through March and continued to be a...

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city Gui Costin, Founder, CEO | May 11, 2023

Public Plan Commitments Summary for April 2023

April public pension plan commitment summary points: Noise around regional and local banks...

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city Gui Costin, Founder, CEO | May 10, 2023

13F Equity Sub-Asset Class Trends Q4 2022

Last update we took a very high-level look at the asset class level filings and dollar flows into...

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Gui Costin, Founder, CEO | May 3, 2023

The Top 15 Largest Hedge Fund of Funds

With over 432 hedge funds launched in 2022 alone, the universe of hedge funds continues to be a...

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skyline Gui Costin, Founder, CEO | April 27, 2023

The Top 13F Equity Holders by Sub-Asset Class

With allocators taking advantage of tax loss selling in equities, and positioning their portfolios...

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