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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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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