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...
by Josh Lusk | Aug 29, 2019 | Financial Services, RIAs, Social/Digital Marketing
Americans will find a reason to celebrate almost anything these days, and those in the wealth management and personal finance industry are no exception. In addition to commemorating the more traditional holidays such as Labor Day, it’s rare for a month to go by...
by Josh Lusk | Aug 26, 2019 | Conferences & Events, Financial Services, FinTech, RIAs
Gregory FCA is the official video storytelling partner for the inaugural Wealth/Stack conference, which will be held Sept. 8-11 at The Scottsdale Plaza Resort in Arizona. Created in partnership between Inside ETFs and Ritholtz Wealth Management, Wealth/Stack is...
by Josh Lusk | Jul 31, 2019 | Conferences & Events, Financial Services, RIAs
You may think your financial services story has no place on local television. Maybe you’ve tried pitching local stations, only to get rejected or receive no response at all. This is a frustrating process, but knowing how and when to pitch your story can make all the...
by Josh Lusk | Jul 11, 2019 | Conferences & Events, Financial Services, RIAs
Members of the Gregory FCA team are excitedly preparing for In|Vest 2019, which has become one of the industry’s largest digital wealth management events. In advance of the conference that will be held July 16-17 in New York City, I sat down with Jimmy Moock, senior...
by Josh Lusk | Jun 19, 2019 | Financial Services, FinTech, RIAs
In the newest installment of our Fintech Fix video series, we speak with Mark Friedenthal, a financial adviser who transitioned into the fintech world when he founded Tolerisk, a subscription-based software tool that provides fiduciary-caliber investor risk-tolerance...
