by Josh Lusk | Aug 26, 2019 | Conferences & Events, Financial Services, Financial Trends, FinTech, Retirement, RIAs
Gregory FCA is the official video storytelling partner for the inaugural Wealth/Stack conference, which will be held Sept. 8-11 at The Scottsdale Plaza Resort in Arizona. Created in partnership between Inside ETFs and Ritholtz Wealth Management, Wealth/Stack is...
by Josh Lusk | Jun 19, 2019 | Financial Services, Financial Trends, FinTech, Retirement
In the newest installment of our Fintech Fix video series, we speak with Mark Friedenthal, a financial adviser who transitioned into the fintech world when he founded Tolerisk, a subscription-based software tool that provides fiduciary-caliber investor risk-tolerance...
by Josh Lusk | May 20, 2019 | Company News, Financial Services, Financial Trends, FinTech, RIAs, Social/Digital Marketing
As you consider some ways to implement “spring cleaning” into your firm’s marketing communications program, you might zero in on how to get the most mileage out of the content you generate. There are many tried-and-true tactics that marketers can use to stretch the...
by Josh Lusk | May 2, 2019 | Conferences & Events, ETFs, Financial Services, Financial Trends, FinTech, RIAs
Next week, a good chunk of the financial services industry will descend on Chicago for the 2019 Morningstar Investment Conference (#MICUS). Every year, this event attracts the greatest minds in investment management, from RIAs to ETF issuers, fintech providers and...
by Josh Lusk | Apr 11, 2019 | Company News, Financial Services, Financial Trends, FinTech
In this latest installment of The Fintech Fix, Gregory FCA checks in with Orion’s Head of Partner Integrations Jeff Kliewer and Asset-Map’s Founder H. Adam Holt. The two firms recently integrated, allowing Orion users more fluid access to technology assisting the...
by Josh Lusk | Feb 9, 2019 | Conferences & Events, Financial Services, FinTech, RIAs
Jimmy’s Note: Trade show season is now in full swing. As financial pros head to sunny San Diego for the National LINC 2019 conference this week, they may be wondering why they see so many outsiders, outliers and the occasional misfit at industry events. What does...
