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RIA Insights
Gui Costin, Founder, CEO | January 10, 2023
The last month of 2022 did not disappoint from an activity basis as many RIAs, FAs and acquisitions...
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RIA Insights
Gui Costin, Founder, CEO | November 3, 2022
During the first half of October LPL, Rockefeller and Cetera maintained their net asset leads for...
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RIA Insights
Gui Costin, Founder, CEO | October 26, 2022
The back half of September continued to see a high amount of movement within the wirehouse...
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RIA Insights
Gui Costin, Founder, CEO | September 30, 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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RIA Insights
Gui Costin, Founder, CEO | September 9, 2022
Two departures from PlanMember Securities this month. Nuno Pereira who focuses on 401k and union...
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RIA Insights
Gui Costin, Founder, CEO | August 31, 2022
With the markets calming down a bit during the last few weeks, we saw a resumption of RIA, advisor...
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