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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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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 anchor desk Gui Costin, Founder, CEO | September 21, 2022

Dakota Live! Recap: Alternatives Pension Summary for June and July 2022

The saying “the more things change, the more they stay the same” hits the mark as pension...

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cars in traffic Gui Costin, Founder, CEO | September 9, 2022

Financial Advisor and RIA Acquisitions Reported 8/28 | Part 2

Two departures from PlanMember Securities this month. Nuno Pereira who focuses on 401k and union...

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Gui Costin, Founder, CEO | September 6, 2022

The Top 7 Private Equity Fund of Funds

One of the biggest challenges faced by alternative investment sales professionals within the fund...

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