Green Shoots: LifeYield empowers financial advisers

by Josh Lusk | Jun 16, 2020 | Financial Services, FinTech, RIAs

Here at Gregory FCA, we want to help tell the stories of firms and people in the financial services world who are making a difference through innovation and providing solutions in this time of economic uncertainty. To that end, we’ve initiated a video series on our...

Green Shoots: GraniteShares’ path to $1 billion in the midst of a pandemic

by Josh Lusk | Jun 4, 2020 | ETFs, Financial Services, RIAs

Here at Gregory FCA, we want to help tell the stories of firms and people in the financial services world who are making a difference through innovation and providing solutions in this time of economic uncertainty. To that end, we’ve initiated a video series on our...

RIAs taking PPP loans face reputation scrutiny: Is that fair?

by Josh Lusk | May 27, 2020 | Financial Services, RIAs

Each day, news trickles out about another mid- to large-sized RIA firm that applied for and accepted a loan as part of the Paycheck Protection Program (PPP) backed by the Small Business Administration. In some reports, the news is passed along in a scandalous tone;...

Green Shoots: Baker Boyer donates meals to frontline workers

by Josh Lusk | May 8, 2020 | Financial Services, RIAs

Here at Gregory FCA, we want to help tell the stories of firms and people in the financial services world who are making a difference through innovation and providing solutions in this time of economic uncertainty. To that end, we’ve initiated a video series on our...

Green Shoots: RobustWealth seamlessly weathers market downturn

by Josh Lusk | Apr 28, 2020 | Financial Services, RIAs

Here at Gregory FCA, we want to help tell the stories of firms and people in the financial services world who are making a difference through innovation and providing solutions in this time of economic uncertainty. To that end, we’ve initiated a video series on our...

Green Shoots: Unified Trust offers free financial plans for frontline workers

by Josh Lusk | Apr 24, 2020 | Financial Services, RIAs

Here at Gregory FCA, we want to help tell the stories of firms and people in the financial services world who are making a difference through innovation and providing solutions in this time of economic uncertainty. To that end, we’ve initiated a video series on our...