man looking at his phone

Investment Mandates: Which Will Keep You Up-to-Date? FINSearches, Mandate Wire, and Dakota Searches

Picture this: you learn about a new institutional investment search within your asset class. It...

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hands folded on top of an open laptop Amy Sariego | October 8, 2021

Investment Mandates: What They are and How to Stay Updated on Them

If you’re in the investment sales business, then you likely already know that staying up-to-date on...

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Two computer monitors on desk Amy Sariego | September 24, 2021

The Top 13F Filing Databases: Whalewisdom vs. Opportunity Hunter vs. SEC-API

If you sell in the RIA channel, you already know that there are no shortage of firms to call on...

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a four by four grid of state capitals Morgan Holycross | August 6, 2021

The Cost of Not Keeping Up-to-Date on Institutional Investment Mandates

Let me paint you a picture I’m sure you’ve seen before: you’re sitting at your desk trying to look...

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