man looking at stats on a tablet

2022 Mid-Year ETF Product Trends

While global markets experienced varying degrees of asset class returns in the first half of 2022,...

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skyline Gui Costin, Founder, CEO | August 4, 2022

Financial Advisor and RIA Acqusitions Reported the Week of July 29

Barry Power and his team The Power Wealth Management Team (including Jr FA Ben Alsop and CSAs...

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keyboard, notebook and coffee Gui Costin, Founder, CEO | July 27, 2022

The Top 10 Holders of Values ETFs

Passive ownership of the S&P 500 has doubled in the past seven years, with 21% of market...

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Gui Costin, Founder, CEO | July 21, 2022

How to Host an Effective Quarterly Update Webinar for Your Investment Firm

As one quarter wraps up and another begins, many money managers are finalizing last quarter’s...

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Gui Costin, Founder, CEO | June 30, 2022

The Top 10 Holders of Energy ETFs in 2022

It was not that long ago in April 2020 when US crude oil had gone negative ( below $0) as the Covid...

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skyline Gui Costin, Founder, CEO | May 27, 2022

The Top 10 RIAs in Stamford

If you're in investment sales, you likely already know that one of the biggest problems of selling...

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city buildings from the ground looking up Gui Costin, Founder, CEO | May 19, 2022

The Top 10 Owners of Bank Loan ETFs in 2022

The bond market has not had a consistent trend over the past year, which has created a challenging...

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