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 24, 2020 | Conferences & Events, Financial Services, Financial Trends, FinTech, Retirement, RIAs
The first big RIA conference of the year is just around the corner, with TD Ameritrade’s highly anticipated National LINC 2020 occurring Jan. 29-31 in Orlando. Who wouldn’t want to go to Florida during the winter months to hear about the changes expected in the RIA...
by Josh Lusk | Oct 30, 2019 | Conferences & Events, Financial Services, Financial Trends, FinTech, Retirement, RIAs
The much-anticipated IMPACT® 2019 conference will be held in San Diego from Nov. 4 through Nov. 7. With the event now less than a week away, attendees are beginning to plan their itineraries and choose which sessions will be most important to them. That’s why I sat...
by Josh Lusk | Oct 29, 2019 | Conferences & Events, Financial Services, Financial Trends, FinTech, Retirement, RIAs
The future of financial advice has a human face. Financial advisers today know they are not just number crunchers, but can make a tangible difference in the overall health and well-being of the clients they serve. That was one of the big takeaways from the FPA Annual...
by Josh Lusk | Sep 24, 2019 | Conferences & Events, Financial Services, Financial Trends, FinTech, RIAs, Social/Digital Marketing
The inaugural Wealth/Stack conference held in Scottsdale, Arizona, earlier this month represented one of the most anticipated financial services conferences of the year. There was a clear need for a conference geared specifically toward advisors, and the Ritholtz...
by Josh Lusk | Sep 12, 2019 | Company News, Conferences & Events, Financial Services, Financial Trends, FinTech, Social/Digital Marketing
Last week, more than 2,500 bloggers, podcasters, reporters and personal finance enthusiasts from across the world descended on Washington, D.C., to attend the ninth annual FinCon, which bills itself as the world’s largest financial content expo. The tagline for this...
