by Josh Lusk | Apr 14, 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...
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 | Apr 7, 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...
by Josh Lusk | Mar 27, 2020 | Financial Services, RIAs, Social/Digital Marketing
We’re all deeply concerned these days, and understandably so. Worries about what impact the coronavirus will have on our families, friends and livelihoods permeate communities worldwide. Amid unprecedented government containment measures and a stock market wracked by...
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...
