by Josh Lusk | Nov 2, 2017 | Financial Services, Thought Leadership
When the 2020 edition of the renowned Inside ETFs conference occurred in late January, it was still several weeks before the coronavirus pandemic had established a firm foothold in the U.S. and caused an unprecedented economic shutdown. One of the most prominent...
by Josh Lusk | Oct 24, 2017 | Financial Services, RIAs
For the fourth year in a row, Gregory FCA is heading to FinCon, an annual conference bringing together the financial media’s finest thought leaders including those who have made their name via traditional media and those who have emerged as new media stars. The...
by Josh Lusk | Oct 12, 2017 | Conferences & Events, Financial Services
Marketers for asset management firms are under continual pressure to increase efficiency of marketing spends and demonstrate ROI for every expense incurred. For those in the start-up and boutique end of the business, this pressure can be stifling. In our work with...
by Josh Lusk | Oct 3, 2017 | Financial Services, RIAs, Thought Leadership
Last week we published the first installment of our Q&A series discussing the professionalization of the financial advice industry with three thought leaders. Today, we bring you part two with more insight from Blaine Aikin, CFP®, CFA®, AIFA®, executive chairman...
by Josh Lusk | Sep 29, 2017 | Financial Services, RIAs, Thought Leadership
Here at Gregory FCA, we are fortunate to work closely with a variety of firms in the wealth management and financial advice business. On the backdrop of the fiduciary rule debate, the drive to do more to professionalize the financial advice business and create a...
by Josh Lusk | Sep 5, 2017 | Conferences & Events, ETFs, Financial Services, Thought Leadership
This week, those involved in the ETF industry descend upon Chicago for the annual Morningstar ETF Conference. If the attendance and size of sponsorship presence is any indicator, the outlook is still strongly bullish for ETFs ─ but that’s not to say that there aren’t...
