by Mark Grandstaff | Sep 28, 2022 | Conferences & Events, Content Marketing, Financial Services, Public Relations, RIAs, Social/Digital Marketing
A DJ, a publicist and a financial adviser sit down on a stage together. The question: How can RIAs better their brand and name recognition through marketing? I recently attended this intriguing discussion when my Gregory FCA colleagues and I traveled to the first-ever...
by Mark Grandstaff | Jun 29, 2022 | Conferences & Events, ESG, Financial Services, Public Relations, RIAs
Last month, we joined over 2,500 financial industry players at the Morningstar Investment Conference in Chicago. With over 50 sessions available for attendees, Morningstar’s research leaders and esteemed guest speakers hosted seminars spanning topics from fixed income...
by Mark Grandstaff | Jun 6, 2022 | Conferences & Events, Content Marketing, Financial Services, Public Relations, RIAs, Social/Digital Marketing
Some of the nation’s top leaders and service providers in the registered investment adviser industry recently converged on the elegant Wynn Las Vegas resort and casino for DeVoe Elevate 2022, a two-day conference hosted by DeVoe and Company. Known for its work in...
by Mark Grandstaff | May 12, 2022 | Conferences & Events, Financial Services, FinTech, RIAs
The annual Gladstone M&A Conference made its eagerly awaited return May 3-4 after a pandemic-influenced hiatus. This invitation-only boutique event, geared toward founders, principals, CIOs and G2 partners of top wealth management firms, found a fitting venue in...
by Mark Grandstaff | Mar 25, 2022 | Careers, ESG, Financial Services, RIAs, Thought Leadership
At Gregory FCA, we’re privileged to work with many inspiring women among our valued clients. In honor of Women’s History Month, we wanted to highlight some of these accomplished leaders, as well as their advice and insight for young women seeking to climb the career...
by Mark Grandstaff | Feb 1, 2022 | Conferences & Events, ESG, Financial Services, RIAs
As someone who self identifies as a white female, talking about diversity, equity and inclusion (DEI) is a privilege that I don’t take for granted. I feel like I started life on second base. Why do I think that? I’ve never been questioned in a job interview about...
