by Josh Lusk | May 30, 2019 | Conferences & Events, Financial Services, RIAs
Earlier this month, the local Philadelphia Tri-State Area Financial Planning Association (FPA) chapter gathered for its Annual Spring Symposium right in Gregory FCA’s backyard in Malvern, Pennsylvania. The symposium is always a great day of education and networking...
by Josh Lusk | May 20, 2019 | Financial Services, FinTech, RIAs, Social/Digital Marketing
As you consider some ways to implement “spring cleaning” into your firm’s marketing communications program, you might zero in on how to get the most mileage out of the content you generate. There are many tried-and-true tactics that marketers can use to stretch the...
by Josh Lusk | May 2, 2019 | Conferences & Events, ETFs, Financial Services, FinTech, RIAs
Next week, a good chunk of the financial services industry will descend on Chicago for the 2019 Morningstar Investment Conference (#MICUS). Every year, this event attracts the greatest minds in investment management, from RIAs to ETF issuers, fintech providers and...
by Josh Lusk | Apr 29, 2019 | ETFs, Financial Services, Public Relations
More than 300 new ETFs have been launched since Jan. 1, 2018. While the pace of launches in 2019 has slowed compared to what we saw in 2018, the urgency to claim investor mindshare is stronger than ever. The fierce one-two punch of an M&A-fueled consolidation of...
by Josh Lusk | Apr 11, 2019 | Financial Services, FinTech
In this latest installment of The Fintech Fix, Gregory FCA checks in with Orion’s Head of Partner Integrations Jeff Kliewer and Asset-Map’s Founder H. Adam Holt. The two firms recently integrated, allowing Orion users more fluid access to technology assisting the...
by Josh Lusk | Mar 21, 2019 | ETFs, Financial Services, RIAs
The momentum behind the gender equality and women’s empowerment initiatives has never been greater. At an unprecedented level, industries are now recognizing women’s buying power and professional influence. Financial services marketers are among those strategically...
