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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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detroit skyline at night Gui Costin, Founder, CEO | May 16, 2022

The Top 10 RIAS in Detroit

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

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Gui Costin, Founder, CEO | May 12, 2022

The Top 10 RIAs in Baltimore

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

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