by Josh Lusk | Mar 15, 2016 | Financial Services, RIAs
If you’re an RIA, you know the millennial generation is going to be a priority for the long-term success of your business. After all, according to CNNMoney, millennials already outnumber baby boomers – 87 million to 76 million, to be exact. A nationwide debate has...
by Josh Lusk | Mar 1, 2016 | Financial Services, RIAs
Political rhetoric, Hollywood productions, stock market gyrations and the rise of tech-driven alternatives to the traditional financial advice professional have tilted the playing field against the average RIA firm. As a result, it’s more important than ever for...
by Josh Lusk | Feb 26, 2016 | ETFs, Financial Services
Nearly 15 months after the SEC granted Eaton Vance the exemptive relief to launch NextShares, the firm that made its name in mutual funds has finally seen the market debut of its first NextShares product. When Eaton Vance first made a push to innovate the investment...
by Josh Lusk | Feb 24, 2016 | Financial Services, RIAs
At Gregory FCA, we work with RIAs of varying sizes across the country to tell their story through traditional media and their own channels. It’s an exciting time given how rapidly marketing infrastructure continues to evolve. The constant introduction of new...
by Josh Lusk | Feb 11, 2016 | Financial Services, ETFs
Last week, thousands of RIA industry insiders gathered in Orlando, Fla. for the National LINC conference hosted by TD Ameritrade Institutional. LINC is an acronym for “learn, inspire, network and collaborate,” and the conference is meant to serve as a venue for the...
by Josh Lusk | Jan 28, 2016 | Financial Services
Movies can be an incredibly powerful way to spread an important message. Over the holidays, my wife and I went on a theater binge and saw The Hateful Eight, Star Wars and The Big Short. I was a bit worried she wouldn’t enjoy the last of the three flicks. My wife is...
