by Josh Lusk | Apr 9, 2020 | Company News, Financial Services, FinTech, RIAs
We’re now about halfway between the inaugural Wealth/Stack conference in 2019 and this year’s highly anticipated event slated for September. As the official video storyteller of Wealth/Stack, Gregory FCA takes a look back at the phenomenal female industry star power...
by Josh Lusk | Feb 5, 2020 | ETFs, Financial Services, FinTech, RIAs
Our latest installment of Fintech Fix features Andrew Meadows, SVP of HR, brand + culture at Ubiquity Retirement + Savings. Having specialized in small business retirement plans for 20 years, Ubiquity has developed a proprietary record-keeping system to meet the...
by Josh Lusk | Jan 24, 2020 | Conferences & Events, Financial Services, FinTech, RIAs
The first big RIA conference of the year is just around the corner, with TD Ameritrade’s highly anticipated National LINC 2020 occurring Jan. 29-31 in Orlando. Who wouldn’t want to go to Florida during the winter months to hear about the changes expected in the RIA...
by Josh Lusk | Oct 30, 2019 | Conferences & Events, Financial Services, FinTech, RIAs
The much-anticipated IMPACT® 2019 conference will be held in San Diego from Nov. 4 through Nov. 7. With the event now less than a week away, attendees are beginning to plan their itineraries and choose which sessions will be most important to them. That’s why I sat...
by Josh Lusk | Oct 29, 2019 | Conferences & Events, Financial Services, FinTech, RIAs
The future of financial advice has a human face. Financial advisers today know they are not just number crunchers, but can make a tangible difference in the overall health and well-being of the clients they serve. That was one of the big takeaways from the FPA Annual...
by Josh Lusk | Sep 24, 2019 | Conferences & Events, Financial Services, FinTech, RIAs, Social/Digital Marketing
The inaugural Wealth/Stack conference held in Scottsdale, Arizona, earlier this month represented one of the most anticipated financial services conferences of the year. There was a clear need for a conference geared specifically toward advisors, and the Ritholtz...
