December 2022 Financial Advisor and RIA Moves and Acquisitions

The last month of 2022 did not disappoint from an activity basis as many RIAs, FAs and acquisitions...

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skyline Gui Costin, Founder, CEO | December 15, 2022

Q3 2022 13F Alternatives Insights

This year’s inflation and the response from central banks has been tough for many publicly...

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wall street Gui Costin, Founder, CEO | December 5, 2022

The 7 Largest Allocations From Q3 Made to Hedge Fund of Funds

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

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business meeting Gui Costin, Founder, CEO | November 30, 2022

Q2 13F Trends: Equity Sub-Asset Flows

Capping off the 13F-flow trends we observed among allocators for the second quarter, even though...

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Gui Costin, Founder, CEO | November 28, 2022

Q3 13F ETF Product Trends

With the 3rd quarter 13F filing window now closed, Marketplace was tracking 3250 ETFs from 300...

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skyline Gui Costin, Founder, CEO | November 3, 2022

Financial Advisor and RIA Moves Reported in the First Half of October

During the first half of October LPL, Rockefeller and Cetera maintained their net asset leads for...

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skyline Gui Costin, Founder, CEO | October 26, 2022

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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