by Josh Lusk | Apr 3, 2020 | Company News, ETFs, Financial Services, Green Shoots
Times are tough right now. Our economy and businesses have faced unprecedented challenges since the coronavirus pandemic started hitting the country several weeks ago. Despite these obstacles and the heartbreaking sickness and loss of life, there are reasons for...
by Josh Lusk | Feb 5, 2020 | Agency/Culture, Company News, ETFs, Financial Services, FinTech, Retirement
Our latest installment of Fintech Fix features Andrew Meadows, SVP of HR, brand + culture at Ubiquity Retirement + Savings. Having specialized in small business retirement plans for 20 years, Ubiquity has developed a proprietary record-keeping system to meet the...
by Josh Lusk | Jan 21, 2020 | Conferences & Events, ETFs, Financial Services, Financial Trends, Social/Digital Marketing
In less than a week, more than 2,300 members of the ETF ecosystem — issuers, financial advisers, institutional investors, marketers and other finance professionals — will make their annual descent to Hollywood, Florida, for the Inside ETFs conference. From attending...
by Josh Lusk | Dec 19, 2019 | Conferences & Events, ETFs, Financial Services, Financial Trends, Social/Digital Marketing
The Bloomberg ETFs in Depth conference last week in New York conveyed a clear message: ETFs cannot grow and prosper without effective marketing. The ETF landscape is littered with great funds that never thrived because investors didn’t know what purpose they served or...
by Josh Lusk | Nov 9, 2019 | ETFs, Financial Services, Retirement, RIAs
Some of the finest minds in alternative investing converged on the City of Brotherly Love last week at Financial Advisor Magazine’s Inside Alternatives & Asset Allocation conference. This year’s theme, “Sound Solutions for Volatile Times,” offered a variety of...
by Josh Lusk | Oct 24, 2019 | Company News, ETFs, Financial Services, Financial Trends
ESG (environmental, social and governance) investing is one of the fastest-growing investment strategies in the United States. The $12 trillion ESG market wields significant power — representing approximately one out of every four dollars in total assets under...