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Investment Insights Gui Costin, Founder, CEO | February 21, 2023

Public Plan Commitments Summary For January 2023

January public pension plan commitment summary points: The first month of 2023 has treated public...

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RIA Insights Gui Costin, Founder, CEO | February 17, 2023

Second Half of January 2023 RIA and Financial Advisor Moves and Acquisitions

The New Year hangover continued into the second half of January as FA movement remained below the...

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RIA Insights Gui Costin, Founder, CEO | February 9, 2023

January 2023 Financial Advisor and RIA Moves and Acquisitions

With many traditional recruiting activity channels slowing during December, wirehouse activity...

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

Q3 2022 13F ETF Equity-Only Sub-Asset Class Flow Trends

Last update we took a high level look at the asset class level filings and flows into ETFs during...

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Investment Insights Gui Costin, Founder, CEO | January 19, 2023

Q3 2022 ETF Sub-Asset Class Flow Trends

Our last 13F update we highlighted trends in alternative strategies in the ETF space as allocators...

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RIA Insights Gui Costin, Founder, CEO | January 10, 2023

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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Investment Insights 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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