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RIA Insights
Gui Costin, Founder, CEO | November 3, 2022
During the first half of October LPL, Rockefeller and Cetera maintained their net asset leads for...
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RIA Insights
Gui Costin, Founder, CEO | October 26, 2022
The back half of September continued to see a high amount of movement within the wirehouse...
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Investment Insights
Gui Costin, Founder, CEO | October 25, 2022
During Q2 the 13-F trends we saw from an asset class/sub asset class level were contrary to what...
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Dakota Marketplace
Morgan Holycross, Marketing Manager | October 19, 2022
As an investment sales professional, you must attend conferences to meet with various advisors,...
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Dakota Marketplace
Morgan Holycross, Marketing Manager | October 7, 2022
As an investment sales professional, you must attend conferences to meet with various advisors,...
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Investment Insights
Gui Costin, Founder, CEO | October 5, 2022
At the close of Q1, Marketplace was tracking 2,100 ETFs from 247 sponsors, and at the close of Q2...
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