by Josh Lusk | Feb 2, 2018 | Financial Services, RIAs
Elon Musk once famously likened the rise of artificial intelligence to “summoning the demon.” While the infiltration of technology into the financial advice landscape isn’t being described quite as ominously, the relationship between the two is nothing short of...
by Josh Lusk | Jan 19, 2018 | Conferences & Events, ETFs, Financial Services
This year’s Inside ETFs kicks off on Sunday, gathering over 2,500 ETF proponents under one roof to discuss what the future holds for the now wildly popular investment vehicles. With a quarter-century of existence under their belt, ETFs are included in more portfolios...
by Josh Lusk | Jan 16, 2018 | Financial Services, RIAs
A few post mortems on the annual MarketCounsel Summit have been written in the days and weeks following the early December conference. Now that the RIA industry insider event is more than a month in the rearview mirror, it appears that little has been said of one of...
by Josh Lusk | Dec 20, 2017 | Financial Services
A recent stint on jury duty reminded me of something my parents used to say to me as a child: “If your friends all jumped off a bridge, would you jump too?” While I never thought it would happen to me, a letter recently came in the mail summoning me for jury duty....
by Josh Lusk | Nov 30, 2017 | Company News, Financial Services
When the 2008 financial crisis started to unfold, I had just had my second child and secured my first mortgage. I was an employee at the agency I currently co-own today, and my wife had temporarily left her job to tend to our two boys, both under the age of 3. It was...
by Josh Lusk | Nov 14, 2017 | Financial Services
Whether you’re the founder of an upstart ETF issuer or the CMO of a massive RIA firm, today’s increasingly high-volume, fast-paced media environment presents a plethora of credibility-building opportunities to share your story that you cannot afford to ignore. Given...
