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 | 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,...
