As an investment sales professional, you must attend conferences to meet with various advisors,...
Read MoreTop 10 Family Offices in the UAE
March 27, 2024Top 10 Family Offices in the United Kingdom
February 8, 2024The 10 Best CRMs for Investment Firms to Consider in 2024
November 30, 2023Top 10 Family Offices in Canada
February 14, 2024
Dakota Marketplace
Gui Costin, Founder, CEO | September 22, 2022
Balancing your firm’s travel budget and the sheer number of investment industry conferences that...
Read More
Dakota Marketplace
Gui Costin, Founder, CEO | September 16, 2022
If you’re a new Dakota Marketplace user, or you’re considering investing in the platform, you might...
Read More
RIA Insights
Gui Costin, Founder, CEO | September 9, 2022
Two departures from PlanMember Securities this month. Nuno Pereira who focuses on 401k and union...
Read More
Investment Insights
Gui Costin, Founder, CEO | September 6, 2022
One of the biggest challenges faced by alternative investment sales professionals within the fund...
Read More
Dakota Marketplace
Gui Costin, Founder, CEO | September 1, 2022
One of the biggest challenges faced by alternative investment sales professionals within the fund...
Read More
RIA Insights
Gui Costin, Founder, CEO | August 31, 2022
With the markets calming down a bit during the last few weeks, we saw a resumption of RIA, advisor...
Read More