by Josh Lusk | Mar 16, 2015 | Financial Services, RIAs
Stop me if you have heard this before: there is an age problem in the financial services industry. With the average age of advisors hovering around 50-years-old, and 43 percent of advisors over the age of 55, the industry is bracing for retirement in droves. In fact,...
by Josh Lusk | Feb 16, 2015 | Financial Services, RIAs
Editor’s Note: This post is a collaboration between Marissa and another member of the Gregory FCA team, Kathy McConnell. At a breakout session at the recent TD Ameritrade National LINC Conference, the discussion centered in on advice for RIA executives looking to...
by Josh Lusk | Feb 11, 2015 | Conferences & Events, ETFs, Financial Services
At the end of January, Joe Anthony and I, along with 1,800 ETF industry participants, descended upon Hollywood, Fla. for the annual Inside ETFs Conference. We were given the opportunity to “geek out” over the newest trends, key players and the future of this industry,...
by Josh Lusk | Jan 26, 2015 | ETFs, Financial Services
In our previous post, we introduced our quartet of ETF industry experts who currently are operating at ground zero of new ETF issuance to talk about how to successfully launch products in an increasingly crowded and competitive market. The four panelists agreed that...
by Josh Lusk | Jan 21, 2015 | ETFs, Financial Services
According to ETF.com, the number of exchange traded funds (ETFs) listed in the U.S. increased to 1,669 last year with 197 new products launched and a total AUM of over $2 trillion. Everyone’s favorite investment product is putting up some staggering numbers. It’s...
by Josh Lusk | Jan 19, 2015 | Financial Services, RIAs
Here at Gregory FCA, our clients include some of the brightest minds in the retirement industry. We work with third-party administrators, retirement plan providers and the planners who help savers make the right decisions with their nest eggs. As we immerse ourselves...
