by Josh Lusk | Apr 7, 2020 | Company News, Financial Services, Green Shoots, Retirement
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 Josh Lusk | Mar 27, 2020 | Financial Services, Retirement, RIAs, Social/Digital Marketing
We’re all deeply concerned these days, and understandably so. Worries about what impact the coronavirus will have on our families, friends and livelihoods permeate communities worldwide. Amid unprecedented government containment measures and a stock market wracked by...
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 | Dec 16, 2019 | Financial Services, Financial Trends, Retirement, RIAs, Social/Digital Marketing
Financial services marketers are constantly being challenged to find new and strategic ways to break through the noise and reach their target audiences. Some of the most successful marketers are those who look beyond their own industry for inspiration. While it’s easy...
by Josh Lusk | Nov 27, 2019 | Company News, Financial Services, Financial Trends, Retirement, RIAs
Thanksgiving is a time of gratitude and reflection, family and food, and all the fun stuff in between. At Gregory FCA, we are beyond thankful for our clients, some of whom we’ve partnered with for over 15 years! With a Thanksgiving feast around the corner, I couldn’t...
