As an investment sales professional, you must attend conferences to meet with various advisors,...
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RIA Insights
Gui Costin, Founder, CEO | September 30, 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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Dakota Marketplace
Morgan Holycross, Marketing Manager | September 27, 2022
As an investment sales professional, you must attend conferences to meet with various advisors,...
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Dakota Marketplace
Gui Costin, Founder, CEO | September 22, 2022
Balancing your firm’s travel budget and the sheer number of investment industry conferences that...
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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...
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RIA Insights
Gui Costin, Founder, CEO | September 9, 2022
Two departures from PlanMember Securities this month. Nuno Pereira who focuses on 401k and union...
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Investment Insights
Gui Costin, Founder, CEO | September 6, 2022
One of the biggest challenges faced by alternative investment sales professionals within the fund...
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