by Josh Lusk | Oct 2, 2014 | Financial Services, RIAs
The warning bell has already been sounded for RIAs: the financial advisory business is about to change, and not everyone will survive the transition. What will it take for a firm to remain relevant through the digital deluge? Robo-advisors and a related crop of...
by Josh Lusk | Sep 29, 2014 | Conferences & Events, ETFs, Financial Services
Last week Morningstar hosted its 5th Annual ETF Conference in Chicago, bringing together some of the industry’s brightest minds and rising stars. The conversation took assessment of the current ETF landscape, speculating the next frontiers on the verge of taking over...
by Josh Lusk | Sep 16, 2014 | ETFs, Financial Services
Low-cost. Tax efficient. Transparent. Intraday trading. Liquidity matching the underlying securities. These qualities of ETFs have been trumpeted for years since iShares, State Street and other large issuers helped make ETFs an option for mainstream investors. In the...
by Josh Lusk | Sep 15, 2014 | Financial Services
The media landscape is constantly evolving and over-crowding makes it difficult to stand out among competitors. While the latest market fluctuations aren’t always front page news, celebrities and pop culture often are, and those news stories are catching—and...
by Josh Lusk | Sep 11, 2014 | Financial Services
A post on our sister blog, Gregarious, from firm president Greg Matusky, outlined incendiary tech publications; that is, outlets that don’t have the instant name recognition of a mainstream media publication, but still influence the national conversation on a topic,...
by Josh Lusk | Aug 14, 2014 | Financial Services
So you think you have some newsworthy commentary to add to the never ending media coverage of the financial markets, but you’re not sure how to crack the 24/7 news cycle? The trick to gaining exposure, becoming an important voice, and positioning your firm or people...
