by Mark Grandstaff | Oct 14, 2025 | Conferences & Events, Enterprise Tech, FinTech
Content Prefix AI Insight Fraud prevention is now a fintech growth driver, with AI shaping both threat detection and customer trust Quick Answer Security is the new fintech frontier. Firms that lead in fraud prevention will win customers, investors, and market share...
by Mark Grandstaff | Jul 22, 2025 | ETF Marketing, ETFs, Financial Services, Uncategorized
Content Prefix AI Insight Email can drive ETF engagement when it’s segmented, timely, compliance-ready, and focused on advisor needs and investor value. Quick Answer Win inbox attention by tailoring ETF content to segmented audiences, offering market context, and...
by Mark Grandstaff | Apr 21, 2025 | Conferences & Events, Financial Services, Public Relations
Content Prefix AI Insight Firms cannot model uncertainty so succeed by leaning in—showing clarity through visibility, relationships, and authentic differentiation. Quick Answer Uncertainty isn’t an excuse to wait. Stand out by communicating strategy, staying visible,...
by Mark Grandstaff | Mar 27, 2025 | Conferences & Events, ETFs, Financial Trends
We’re 14 months in since the largely successful launch of the first U.S. spot Bitcoin ETFs, and just rounded the corner on Bitcoin’s “Sweet 16”. Today we have dozens of new filings, on top of already launched spot Ether products, structured Bitcoin products and crypto...
by Mark Grandstaff | Jan 21, 2025 | ETF Marketing, ETFs, Financial Services
As the Trump administration takes office, ETF issuers face an environment marked by both uncertainty and opportunity. Although many questions remain about which legislative measures will actually materialize, early signs suggest the ETF industry is poised to benefit...
by Mark Grandstaff | Dec 2, 2024 | Conferences & Events, Financial Services, Financial Trends, Thought Leadership
SuperInvestor, Europe’s annual gathering of private markets fund managers and investors, took place among the yachts and luxury car showrooms of Monaco. While there was plenty of glitz in the surroundings, the conference itself was focused on some of the grittier...
by Mark Grandstaff | Nov 12, 2024 | ESG, Financial Services, Financial Trends, Public Relations
Over the past few years, responsible investing has faced considerable turbulence from the so-called “ESG backlash.” It’s true: High-profile exits from climate initiatives have caused a stir, and the rise of anti-ESG rhetoric has put pressure on the use of...
by Mark Grandstaff | Oct 29, 2024 | AI, Conferences & Events, Financial Services, RIAs
We are nearly two years into the arrival of generative AI. How are financial advisors using this technology? And, how do they feel about it? We attended Financial Planning’s Advise AI conference to get a snapshot of advisors’ relationships with generative AI. But we...
by Mark Grandstaff | Oct 1, 2024 | Conferences & Events, Financial Services, RIAs
For the past few years, the Future Proof Festival has ditched the traditional trappings of the RIA conference in favor of a sunny California boardwalk. This year’s event drew more than 4,700 attendees and marks a deliberate shift toward a more relaxed, engaging, and...
by Mark Grandstaff | Sep 6, 2024 | Conferences & Events, Financial Services, RIAs
A lot has changed in just a few short years since the peak boom of RIA M&A activity. If the previous cycle’s trifecta could be characterized by cheap capital, a race to consolidate and a necessity for succession planning, the new “trifecta” appears to be about...
by Mark Grandstaff | Aug 6, 2024 | Financial Services, Financial Trends, Media Relations, Public Relations, RIAs
In a perfect storm of market volatility, financial professionals must move with speed and calm confidence. That goes for the PR and marketing professionals who work alongside those financial professionals, too. To set the stage: A weaker-than-expected jobs report, a...
by Mark Grandstaff | Jul 26, 2024 | Financial Services, Media Relations, Public Relations
It’s clear that the news cycle has become overwhelming and intense. In just the last several days we’ve seen the assassination attempt on Donald Trump, the widespread CrowdStrike outages and President Biden’s decision to drop out of the reelection campaign while...
by Mark Grandstaff | Jul 2, 2024 | AI, Conferences & Events, FinTech, Media Relations, Public Relations
FinovateFall is just around the corner. As we approach the fall conference, we have come to appreciate the prescience of FinovateSpring 2024. The themes that emerged from that conference are still ringing in our ears because they are playing out across media headlines...
by Mark Grandstaff | Jun 18, 2024 | ETFs, Public Relations, RIAs
We keep an ear out for the trends and emerging stories that drive the wealth management industry. The organic growth story looms large in conversations with our clients, on conference stages, at exhibitor booths, and during after-hours networking. But what about...
by Mark Grandstaff | May 6, 2024 | Conferences & Events, Financial Services, RIAs, Thought Leadership
Pack your bags, grab your sunglasses, and slip into your sandals – it’s almost time for Wealth Management EDGE 2024 in sunny Hollywood, Florida! And don’t forget to bring your RIA organic growth playbook because the attendees are eager to share the...
by Mark Grandstaff | Mar 27, 2024 | AI, RIAs, Social/Digital Marketing
The SEC is watching how wealth managers talk about generative AI. It is still early innings for regulation of AI tools in the United States, with most legislative activity taking place on the state level. But the SEC recently fired a warning shot at the wealth...
by Mark Grandstaff | Mar 19, 2024 | AI, Conferences & Events, Financial Services, RIAs
Financial advisors are still behind the curve on generative AI. We saw this firsthand at the 2024 Invest in Women Conference during a panel on the use of generative AI tools. The enthusiasm of Dr. Sindhu Joseph, CEO of CogniCor, and Neva DePalma, General Counsel at...
by Mark Grandstaff | Feb 20, 2024 | ETFs, Event Strategy, Financial Services
The 2024 Exchange ETF Conference showed how much the ETF industry has matured over the years as a full partner in the delivery of holistic financial advice. The programming alone justified attendance, including the likes of Dr. David Kelly, J.P. Morgan’s chief global...
by Mark Grandstaff | Feb 16, 2024 | Financial Services, Media Relations
Super Bowl LVIII brought us an explosive game that went down to the wire. It also showed the world what happens when you’re caught off guard on a high-profile stage. In post-game interviews, the San Francisco 49ers told reporters that they didn’t know the overtime...
by Mark Grandstaff | Nov 9, 2023 | AI, Conferences & Events, Financial Services, Financial Trends, FinTech, RIAs
Registered independent advisors have plenty of runway to grow in 2024. But RIAs won’t get the liftoff they need without next-level strategies for lead acquisition and marketing. This year’s Schwab IMPACT, hosted in our backyard at the Philadelphia Convention Center,...
by Mark Grandstaff | Jun 22, 2023 | Agency/Culture, Careers, Media Relations, Public Relations, Thought Leadership
In honor of Pride Month and its celebration of love, diversity and acceptance, we want to shine a light on a cornerstone of the LGBTQIA+ community — its allies. These are the people who stand alongside LGBTQIA+ individuals and play a pivotal role in propelling...
by Mark Grandstaff | Jun 12, 2023 | Agency/Culture, Careers, Financial Services, Media Relations, Public Relations, RIAs
At Gregory FCA, we have a passion for the financial world. In some cases, our staff members grew up in households where a parent worked in the industry, thus sparking their own interest. With Father’s Day on the horizon, we recently spoke with Senior Vice President...
by Mark Grandstaff | Jun 6, 2023 | Conferences & Events, Content Marketing, Financial Services, Financial Trends, Public Relations, Social/Digital Marketing
Centered around the theme of growth, DeVoe & Company’s 2023 Elevate conference in Nashville, Tennessee, last month invited hundreds of advisors to learn from RIA industry experts and discuss strategies among peers. Focuses of the educational sessions included the...
by Mark Grandstaff | Jun 1, 2023 | Content Marketing, Financial Services, Financial Trends, Media Relations, Public Relations, Retirement, RIAs
It’s no longer a secret or surprise to most financial advisors that the ability to connect with their clients and where they are in their personal lives is more valued than the ability to vet which funds are going to outperform. In fact, advisors who can listen to...
by Mark Grandstaff | May 4, 2023 | Agency/Culture, ESG, Thought Leadership
Hello, my name is Bernardo Soriano and I serve as a vice president in the Financial Services Department at Gregory FCA. In honor of Asian American and Pacific Islander (AAPI) Heritage Month, I have shared my responses to the questions below, reflecting on my...
by Mark Grandstaff | Apr 18, 2023 | Content Marketing, ESG, ETF Launch, ETF Marketing, ETFs, Financial Services, Financial Trends
The theme for Earth Day 2023, “Invest in Our Planet,” comes at a challenging time for sustainable investing. The ESG movement is facing significant political pressure, while market turmoil and the recent banking crisis have limited funding to climate startups. ...
by Mark Grandstaff | Mar 24, 2023 | Financial Services, Financial Trends, Media Relations, Public Relations, Social/Digital Marketing
Although I don’t like to make broad predictions about life, if I had to, I’d probably tell you that I’ll spend the rest of my working days in agency PR. What makes me so sure? No matter your industry, very few jobs offer the opportunity of a front-row seat to a...
by Mark Grandstaff | Mar 3, 2023 | Conferences & Events, ETF Launch, ETF Marketing, ETFs, Financial Services, Media Relations
The timing of 2023 Exchange: An ETF Experience last month could not have been more appropriate as the industry just celebrated the 30-year anniversary of the first ETF (SPDR S&P 500 ETF Trust) on Jan. 22. The three-day Exchange event in Miami Beach brought...
by Mark Grandstaff | Feb 13, 2023 | Company News, Conferences & Events, Financial Services, Financial Trends, RIAs
When the Financial Planning Association Annual Conference took place at the Seattle Convention Center in December, there was enough information coming at the average attendee that it’s no surprise some messages might have gotten lost in the shuffle. For me, a...
by Mark Grandstaff | Dec 21, 2022 | Conferences & Events, ESG, ETF Launch, ETF Marketing, ETFs, Public Relations
Wedged between larger custodian conferences and other year-end industry summits, the Fall 2022 ETP Forum in New York brought together some of the nation’s best thinkers in investment management, exchange-traded products and ESG. A few key takeaways emerged from the...
by Mark Grandstaff | Dec 2, 2022 | Company News, ETF Launch, ETF Marketing, ETFs, Media Relations, Public Relations
Gregory FCA is proudly celebrating a pivotal moment in our history — recognition as the “Best US Public Relations and Communications Firm” by influential industry outlet ETF Express. Adding to the excitement, we saw our name emblazoned on the Nasdaq...
by Mark Grandstaff | Nov 30, 2022 | Conferences & Events, Content Marketing, Financial Services, Financial Trends, Public Relations, Social/Digital Marketing
At Schwab IMPACT in Denver earlier this month, thousands of financial advisers congregated to learn about the future of the industry and best practices through seminars, panels, and networking events among esteemed peers. One of the most impactful sessions delved into...
by Mark Grandstaff | Nov 18, 2022 | Conferences & Events, Content Marketing, Financial Services, Financial Trends, RIAs, Social/Digital Marketing
Earlier this month, RIAs and financial advisers from across the country gathered in Boston for the first in-person InvestmentNews RIA Summit. The event focused on highlighting opportunities and challenges for both individual advisers and firms looking to grow their...
by Mark Grandstaff | Oct 21, 2022 | Conferences & Events, Financial Services, Financial Trends, Media Relations, Public Relations, Retirement
I recently joined hundreds of crypto industry colleagues at the Blockworks Digital Asset Summit in New York City. Informational sessions were geared toward institutional and decentralized-finance-minded professionals, as industry leaders and esteemed guest speakers...
by Mark Grandstaff | Oct 10, 2022 | Conferences & Events, ETF Marketing, ETFs, Financial Services, Media Relations, Public Relations
Last month, the Philadelphia branch of Women in ETFs gathered in the heart of Center City (check out that view!) for a discussion on maximizing your professional presence through mindfulness. Women in ETFs’ critical mission helps those in the ETF industry...
by Mark Grandstaff | Sep 28, 2022 | Conferences & Events, Content Marketing, Financial Services, Financial Trends, 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 | Sep 15, 2022 | Agency/Culture, Financial Services, Financial Trends, Media Relations, Public Relations, Thought Leadership
Among the Hispanic and Latino communities, resources are often limited when it comes to managing finances. Learning how to create a budget, save and invest doesn’t tend to be seen as a high priority. Unfortunately, financial advice is a foreign concept, believed to be...
by Mark Grandstaff | Jun 29, 2022 | Conferences & Events, ESG, Financial Services, Financial Trends, 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 21, 2022 | Conferences & Events, Financial Services, Financial Trends, Public Relations, Social/Digital Marketing, Thought Leadership
Gregory FCA President Joe Anthony will be speaking at the 2022 MMI Emerging Asset Managers Forum on June 23 in Chicago. Joe and his co-presenter, Diamond Hill Chief Client Officer Jo Ann Quinif, preview their panel discussion in the exclusive video...
by Mark Grandstaff | Jun 6, 2022 | Conferences & Events, Content Marketing, Financial Services, Financial Trends, 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 | Jun 2, 2022 | Conferences & Events, ESG, ETFs, Financial Services, Financial Trends
Investors, fund managers, financial advisers and leaders across the global impact investing community met recently in Philadelphia for the Total Impact Summit 2022: Investing for New Economies. The two-day summit took place at a pivotal moment for the impact movement...
by Mark Grandstaff | May 13, 2022 | Agency/Culture, Consumer Tech, Content Marketing, Financial Services, Financial Trends, Social/Digital Marketing
The rise and staying power of TikTok are significant given how video-based apps before it like Vine came and went before establishing a real footing. If you haven’t yet been caught in an hours-long doom-scroll of short-form videos on TikTok, then you might not realize...
by Mark Grandstaff | May 12, 2022 | Conferences & Events, Financial Services, Financial Trends, FinTech, Retirement, 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 | Apr 22, 2022 | Company News, ESG, ETFs, Financial Trends, Media Relations, Public Relations
The first Earth Day occurred more than 50 years ago. In the time since, the environmental issues in focus have only grown and changed. Entire industries built around sustainability, natural resource conservation and environmental friendliness have proliferated. At...
by Mark Grandstaff | Apr 20, 2022 | Conferences & Events, ETF Launch, ETF Marketing, ETFs, Media Relations, Public Relations
The inaugural Exchange: An ETF Experience conference in Miami Beach, Florida, last week drew a gathering of ETF sponsors, advisors and service providers not seen since before the pandemic. The conference halls, marketplace and after-hours discussions were humming with...
by Mark Grandstaff | Mar 25, 2022 | Careers, ESG, Financial Services, Financial Trends, 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 | Mar 17, 2022 | Careers, Conferences & Events, ETF Marketing, ETFs, Financial Services, Financial Trends
Study after study has revealed the disproportionate impact of COVID-19 on women in the workforce. The pandemic dealt a major economic setback in the fight for gender equity, as women suffered 55% of job losses due to COVID-19, while others were forced to drop out of...
by Mark Grandstaff | Feb 1, 2022 | Conferences & Events, ESG, Financial Services, Financial Trends, 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...
by Mark Grandstaff | Jan 6, 2022 | Conferences & Events, Financial Services, Financial Trends, RIAs, Social/Digital Marketing
For the MarketCounsel Summit’s much-anticipated return to an in-person event last month, around 200 financial professionals with a focus on the breakaway adviser audience gathered in sunny Miami Beach. According to InvestmentNews’ latest “Advisers on the Move” data,...
by Mark Grandstaff | Dec 15, 2021 | Conferences & Events, Financial Services, Media Relations, Public Relations
The CFA Society Philadelphia Annual Private Wealth Management Conference in early December offered several insightful panel discussions in a vibrant in-person environment, as leading wealth advisors, asset managers, and trust and estate experts addressed pressing...
by Mark Grandstaff | Oct 21, 2021 | ESG, ETF Launch, Financial Services, Financial Trends, Public Relations, Retirement, RIAs
The primary goals of any PR campaign are to obtain quality media exposure for your business and reach the right audience. One of the best ways to do this is by leveraging topics that are already trending, and then adding to the discussion in a way that provides unique...
by Mark Grandstaff | Sep 21, 2021 | Content Marketing, ESG, Financial Services, Financial Trends, Media Relations, Public Relations
The call for accelerated climate action is ringing loud and clear in New York City this week, as global government, business and environmental leaders convene for the 76th U.N. General Assembly and coinciding Climate Week summit. With just two months until the 2021...
by Mark Grandstaff | Jun 4, 2021 | Content Marketing, Financial Services, Financial Trends, Public Relations, RIAs, Thought Leadership
Could COVID-19 actually have had positive repercussions for the financial planning profession? Over the past year, demand for financial advice has skyrocketed, with over 70% of advisers reporting a larger client base now than before the pandemic. Looking ahead,...
by Mark Grandstaff | May 18, 2021 | Company News, Content Marketing, Financial Services, Financial Trends, Media Relations, Thought Leadership
A lot has certainly changed in the past year. Most broadcast interviews moved to Zoom, Skype or other virtual platforms as even the anchors and reporters worked remotely. Now with the nationwide vaccine rollout, we may see a return to in-studio and satellite...
by Mark Grandstaff | May 12, 2021 | Content Marketing, Financial Services, Financial Trends, Public Relations, RIAs, Social/Digital Marketing
As we start to emerge from the pandemic, the positive sentiment around a full economic recovery is palpable. We’re making plans again, from dinners out and family vacations to in-office hours and in-person conferences. In gradually shifting back to pre-pandemic life...
by Mark Grandstaff | Mar 1, 2021 | Financial Services, Financial Trends, Healthcare, Media Relations, Public Relations, RIAs
Though geography seems to matter less for doing business in our virtual world, some of the most impactful opportunities for media exposure live right in your backyard. We’ve seen clients increase their appetite for local coverage throughout the pandemic, whether...
by Mark Grandstaff | Jan 25, 2021 | ETF Launch, ETF Marketing, ETFs, Financial Services, Financial Trends, Media Relations
When I first started at Gregory FCA nearly six years ago, ETF launches were still a relatively novel event and considered newsworthy in their own right. Since then, the ETF market has become increasingly saturated as retail investors, advisors and institutions alike...
by Mark Grandstaff | Jan 15, 2021 | Content Marketing, Creative Services, Financial Services, Financial Trends, RIAs, Social/Digital Marketing
Is it just me, or are you getting invited to a slew of webinars on the regular? While webinars can be very effective for prospecting and marketing, the deluge of virtual events in this “new normal” has left the financial industry in a fuzzy state of webinar fatigue. ...
by Mark Grandstaff | Jan 5, 2021 | ETF Launch, ETF Marketing, ETFs, Financial Services, Financial Trends, Public Relations
Over the past 13-plus years, our team at Gregory FCA has worked alongside upstarts in the ETF business as partners in their visibility efforts. For the average boutique firm — heck, for any firm entering the ETF fray — the importance of PR cannot be overstated. If it...
by Mark Grandstaff | Dec 18, 2020 | Content Marketing, Financial Trends, RIAs, Social/Digital Marketing, Thought Leadership
The coronavirus pandemic has caused many firms to rethink how they communicate with their target audiences. Well, what if we told you there’s a tool available that would allow you to control the messaging of your firm, connect with other thought leaders in the...
by Mark Grandstaff | Dec 8, 2020 | Content Marketing, Financial Trends, Healthcare, Social/Digital Marketing, Thought Leadership
In today’s environment, it’s more critical than ever to adapt to daily changes, particularly when it comes to how you represent your firm. If you have a blog, social media channels or other content marketing initiatives, you are most likely tuned in to your desired...
by Mark Grandstaff | Sep 24, 2020 | Financial Services, Media Relations, Public Relations, Thought Leadership
This week, our country mourns the loss of Supreme Court Justice Ruth Bader Ginsburg — a warrior who fought fiercely to protect the rights of women and all Americans. Just hours before her passing, Justice Ginsburg was awarded the prestigious Liberty Medal by the...
by Mark Grandstaff | Sep 17, 2020 | Company News, Content Marketing, Financial Services, Public Relations, RIAs, Social/Digital Marketing
Coronavirus — at this point, it’s something that everyone likely wishes we could put in our rearview mirror. But, as the global pandemic continues, people and businesses are settling into a new normal. While RIAs and financial professionals have embraced new...
by Mark Grandstaff | Aug 5, 2020 | Company News, Content Marketing, Creative Services, Media Relations, Public Relations, Social/Digital Marketing, Thought Leadership
In this new coronavirus-induced environment, harnessing the power of video to communicate with employees, clients and prospects is the best way to remain effective — but how can you be truly engaging when your audience is nowhere near you? Our new video above provides...
by Mark Grandstaff | Aug 4, 2020 | Company News, Content Marketing, Creative Services, Media Relations, Public Relations, RIAs, Thought Leadership
Virtual interactions are likely the only way businesses are communicating internally and with clients and prospects these days — and the pandemic has forced everyone into the likely unfamiliar role of “video producer.” Feeling limited by your technology or the...
by Mark Grandstaff | Jul 28, 2020 | Company News, Financial Services, Financial Trends, Green Shoots, Retirement, 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 Mark Grandstaff | Jul 22, 2020 | Company News, Content Marketing, ETF Marketing, Financial Services, Financial Trends, RIAs, Social/Digital Marketing
In today’s age of social distancing caused by the coronavirus, communications have shifted almost entirely online. Networking events have been replaced with webinars, client meetings have shifted to video calls and people are flocking to social media and other digital...
by Mark Grandstaff | Jul 7, 2020 | Company News, Content Marketing, Financial Services, Financial Trends, RIAs, Social/Digital Marketing
Word of mouth — it’s essential to almost every business, but in a time of social distancing caused by the coronavirus, many day-to-day interactions have changed. So how can RIAs reinvigorate their referral networks? The answer lies in maintaining a steady stream of...
