by Josh Lusk | Jul 5, 2018 | Financial Services, RIAs
Technological enhancements and a move toward automation have created a seismic shift in the financial services industry. Tasks that were once time consuming, tedious and costly have become seamless and efficient thanks to the array of technology and solutions...
by Josh Lusk | May 24, 2018 | Financial Services, RIAs
Here’s a little food for thought as you get ready for your Memorial Day weekend. In mid April, ECHELON Partners provided its update on RIA deal-making activity for the first quarter of 2018. Per their report, there were 46 announced deals consummated in the quarter,...
by Josh Lusk | Feb 20, 2018 | Financial Services, RIAs, Thought Leadership
“I don’t need you. I can just do it myself.” That’s the phrase advisors have feared since the first online discount brokerages started marketing to the average investor. The same feeling that empowered a generation of day-traders, inspired the dawn of the...
by Josh Lusk | Feb 2, 2018 | Financial Services, RIAs
Elon Musk once famously likened the rise of artificial intelligence to “summoning the demon.” While the infiltration of technology into the financial advice landscape isn’t being described quite as ominously, the relationship between the two is nothing short of...
by Josh Lusk | Jan 16, 2018 | Financial Services, RIAs
A few post mortems on the annual MarketCounsel Summit have been written in the days and weeks following the early December conference. Now that the RIA industry insider event is more than a month in the rearview mirror, it appears that little has been said of one of...
by Josh Lusk | Oct 24, 2017 | Financial Services, RIAs
For the fourth year in a row, Gregory FCA is heading to FinCon, an annual conference bringing together the financial media’s finest thought leaders including those who have made their name via traditional media and those who have emerged as new media stars. The...
