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Women Adviser Summit recap: Top takeaways for female-focused advisers

Women Adviser Summit recap: Top takeaways for female-focused advisers

by Josh Lusk | Nov 22, 2019 | Conferences & Events, Financial Services, Financial Trends, Retirement, RIAs, Social/Digital Marketing

It’s no secret that within the financial services industry, advisers are shifting their practices to be more inclusive and catered toward female clientele. According to census data, the American population includes roughly 168 million women. In addition to the sheer...
Here’s what to expect for alternative investments in 2020

Here’s what to expect for alternative investments in 2020

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...
Looking ahead to IMPACT® 2019

Looking ahead to IMPACT® 2019

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...
FPA Annual Conference 2019 takeaways: How the human element impacts your RIA practice management and marketing

FPA Annual Conference 2019 takeaways: How the human element impacts your RIA practice management and marketing

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...
Previewing the inaugural Wealth/Stack conference

Previewing the inaugural Wealth/Stack conference

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...
5 ways for financial firms to capture regional media coverage

5 ways for financial firms to capture regional media coverage

by Josh Lusk | Jul 31, 2019 | Company News, Conferences & Events, Financial Services, Financial Trends, Retirement, RIAs

You may think your financial services story has no place on local television. Maybe you’ve tried pitching local stations, only to get rejected or receive no response at all. This is a frustrating process, but knowing how and when to pitch your story can make all the...
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