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Investment Insights Gui Costin, Founder, CEO | April 27, 2023

The Top 13F Equity Holders by Sub-Asset Class

With allocators taking advantage of tax loss selling in equities, and positioning their portfolios...

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RIA Insights Gui Costin, Founder, CEO | April 26, 2023

March 2023 Financial Advisor and RIA Moves and Acquisitions

The Silicon Valley Bank upheaval which occurred in early March had caused many Teams and FAs to...

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Investment Insights Gui Costin, Founder, CEO | March 30, 2023

Q4 2022 13F High-Level Asset Class Update

Our last 13F update we reviewed the ETF product landscape and ETF flows trends which we saw occur...

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RIA Insights Gui Costin, Founder, CEO | March 27, 2023

Second Half of February RIA and Financial Advisor Moves and Acquisitions

Wrapping up February the wire house channel became more active as recruiting picked up. On a...

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Investment Insights Gui Costin, Founder, CEO | March 24, 2023

February 2023 Public Pension Plan Commitment Summary

February public pension plan commitment summary: February brought back volatility in both equity...

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RIA Insights Gui Costin, Founder, CEO | March 21, 2023

First Half of February RIA and Financial Advisor Moves and Acquisitions

Entering February we began to see wire house recruiting activity pick up in full force again. On a...

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Investment Insights Gui Costin, Founder, CEO | March 6, 2023

Dakota Live! Call 13F ETF 2022 Full Year Trends

With the 4th quarter 13F filing window now closed, MarketPlace was tracking 3330 ETFs from 278...

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