With many traditional recruiting activity channels slowing during December, wirehouse activity...
Read MoreTop 10 Family Offices in the UAE
March 27, 2024Top 10 Family Offices in the United Kingdom
February 8, 2024The 10 Best CRMs for Investment Firms to Consider in 2024
November 30, 2023Top 10 Family Offices in Canada
February 14, 2024
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...
Read More
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...
Read More
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...
Read More
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...
Read More
RIA Insights
Gui Costin, Founder, CEO | September 9, 2022
Two departures from PlanMember Securities this month. Nuno Pereira who focuses on 401k and union...
Read More
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...
Read More