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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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RIA Insights
Morgan Holycross, Marketing Manager | May 8, 2023
If you're in investment sales, you likely already know that one of the biggest problems of selling...
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Investment Insights
Gui Costin, Founder, CEO | April 27, 2023
With allocators taking advantage of tax loss selling in equities, and positioning their portfolios...
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RIA Insights
Gui Costin, Founder, CEO | April 26, 2023
The Silicon Valley Bank upheaval which occurred in early March had caused many Teams and FAs to...
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Investment Insights
Gui Costin, Founder, CEO | March 30, 2023
Our last 13F update we reviewed the ETF product landscape and ETF flows trends which we saw occur...
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RIA Insights
Gui Costin, Founder, CEO | March 27, 2023
Wrapping up February the wire house channel became more active as recruiting picked up. On a...
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