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RIA Insights 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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Investment Insights 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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RIA Insights Gui Costin, Founder, CEO | September 9, 2022

Financial Advisor and RIA Acquisitions Reported 8/28 | Part 2

Two departures from PlanMember Securities this month. Nuno Pereira who focuses on 401k and union...

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Investment Insights Gui Costin, Founder, CEO | September 6, 2022

The Top 7 Private Equity Fund of Funds

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

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RIA Insights Gui Costin, Founder, CEO | August 31, 2022

Financial Advisor and RIA Acquisitions Reported the Week of August 28

With the markets calming down a bit during the last few weeks, we saw a resumption of RIA, advisor...

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RIA Insights Gui Costin, Founder, CEO | August 24, 2022

The Top 10 RIAs in Secondary Cities

Imagine it: your boss tells you you need to start doing outreach in RIAs because it's a large,...

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Investment Insights Gui Costin, Founder, CEO | August 16, 2022

2022 Mid-Year ETF Product Trends

While global markets experienced varying degrees of asset class returns in the first half of 2022,...

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