by Josh Lusk | Mar 16, 2015 | Financial Services, RIAs
Stop me if you have heard this before: there is an age problem in the financial services industry. With the average age of advisors hovering around 50-years-old, and 43 percent of advisors over the age of 55, the industry is bracing for retirement in droves. In fact,...
by Josh Lusk | Feb 16, 2015 | Financial Services, RIAs
Editor’s Note: This post is a collaboration between Marissa and another member of the Gregory FCA team, Kathy McConnell. At a breakout session at the recent TD Ameritrade National LINC Conference, the discussion centered in on advice for RIA executives looking to...
by Josh Lusk | Jan 19, 2015 | Financial Services, RIAs
Here at Gregory FCA, our clients include some of the brightest minds in the retirement industry. We work with third-party administrators, retirement plan providers and the planners who help savers make the right decisions with their nest eggs. As we immerse ourselves...
by Josh Lusk | Oct 28, 2014 | Financial Services, RIAs
If you own an investment management firm or RIA firm, you sweat out weeks like the ones we’ve had since the beginning of October. Running a business where a vast majority of your revenue is calculated as a function of the value of the investments you have under...
by Josh Lusk | Oct 2, 2014 | Financial Services, RIAs
The warning bell has already been sounded for RIAs: the financial advisory business is about to change, and not everyone will survive the transition. What will it take for a firm to remain relevant through the digital deluge? Robo-advisors and a related crop of...
by Josh Lusk | Jul 7, 2014 | Financial Services, RIAs
They are coming to take your job… or are they? This summer’s blockbuster end-of-the-world movie promises to blow the lid off the financial advisory industry. Robo advisors are here and they threaten to suck the blood out of the industry. The press is already sounding...
