by Josh Lusk | Jun 6, 2018 | Conferences & Events, ETFs, Financial Services
Later this month is the Evidence-Based Investing Conference, also known as the 23rd Annual Global Indexing & ETFs Conference. It’ll take place June 24-26 in Dana Point, CA. Our agency’s financial services leader, Joe Anthony, will be moderating a panel tackling...
by Josh Lusk | May 24, 2018 | Financial Services, RIAs
Here’s a little food for thought as you get ready for your Memorial Day weekend. In mid April, ECHELON Partners provided its update on RIA deal-making activity for the first quarter of 2018. Per their report, there were 46 announced deals consummated in the quarter,...
by Josh Lusk | May 2, 2018 | Financial Services
Breakthrough media coverage: It’s hard to define, but you know it when you see it. You and others in your firm will feel it when you notice the response from your peers or the clients you serve. It may be a feature story on the CEO in the New York Times, breaking news...
by Josh Lusk | Apr 24, 2018 | Financial Services
A year ago, the crowd assembled at the at the Fi360 Conference in the Nashville Omni Hotel was moved with anticipation when the Department of Labor (DOL) announced that the “fiduciary rule” would begin to be enforced in early June 2017. Today, the DOL’s version of...
by Josh Lusk | Mar 26, 2018 | Financial Services, Social/Digital Marketing, Thought Leadership
Mark Zuckerberg, you have 487 new notifications. Not from friends, but from inquiring minds in the media. If you think his life is bad as this Cambridge Analytica scandal remains in the headlines, just imagine what life could be like inside your firm should a crisis...
by Josh Lusk | Feb 20, 2018 | Financial Services, RIAs, Thought Leadership
“I don’t need you. I can just do it myself.” That’s the phrase advisors have feared since the first online discount brokerages started marketing to the average investor. The same feeling that empowered a generation of day-traders, inspired the dawn of the...
