The month of May saw: Subdued markets in May led to a small increase in funded status from 74.5% to...
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Investment Insights
Gui Costin, Founder, CEO | June 6, 2023
For the first time in over a year, the capital markets treated allocators well in both fixed income...
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Sales Best Practices
Gui Costin, Founder, CEO | May 25, 2023
If you're in the investment sales business, or you're thinking about becoming an investment...
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RIA Insights
Gui Costin, Founder, CEO | May 24, 2023
Independents and Banks: Dustin Mac Brown (DM Brown Financial Services) in Scottsdale, AZ with $190...
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RIA Insights
Gui Costin, Founder, CEO | May 19, 2023
Regional banking news continued to occupy the headlines through March and continued to be a...
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Investment Insights
Gui Costin, Founder, CEO | May 11, 2023
April public pension plan commitment summary points: Noise around regional and local banks...
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Investment Insights
Gui Costin, Founder, CEO | May 10, 2023
Last update we took a very high-level look at the asset class level filings and dollar flows into...
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