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Financial Advisor Moves and RIA Acquisitions Reported in the Second Half of September 2022

The back half of September continued to see a high amount of movement within the wirehouse...

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Laptop Gui Costin, Founder, CEO | October 25, 2022

Q2 13F ETF Flow Comparison By Sub-Asset Class

During Q2 the 13-F trends we saw from an asset class/sub asset class level were contrary to what...

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Morgan Holycross, Marketing Manager | October 19, 2022

Top 5 Alternatives Conferences

As an investment sales professional, you must attend conferences to meet with various advisors,...

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People in room Morgan Holycross, Marketing Manager | October 7, 2022

The Top 5 Private Real Estate Conferences

As an investment sales professional, you must attend conferences to meet with various advisors,...

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New York Stock Exchange building Gui Costin, Founder, CEO | October 5, 2022

Q1-Q2 13F ETF Flow Summary

At the close of Q1, Marketplace was tracking 2,100 ETFs from 247 sponsors, and at the close of Q2...

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skyscrapers Gui Costin, Founder, CEO | September 30, 2022

Financial Advisor and RIA Acquisitions Reported in September 2022

With back to school and fall sports in full swing, teams, advisers and RIA‘s were just as busy with...

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people at a conference Morgan Holycross, Marketing Manager | September 27, 2022

The Top 5 Long Only Equities Conferences

As an investment sales professional, you must attend conferences to meet with various advisors,...

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