by Mark Grandstaff | May 4, 2023 | Agency/Culture, ESG, Thought Leadership
Hello, my name is Bernardo Soriano and I serve as a vice president in the Financial Services Department at Gregory FCA. In honor of Asian American and Pacific Islander (AAPI) Heritage Month, I have shared my responses to the questions below, reflecting on my...
by Mark Grandstaff | Sep 15, 2022 | Agency/Culture, Financial Services, Financial Trends, Media Relations, Public Relations, Thought Leadership
Among the Hispanic and Latino communities, resources are often limited when it comes to managing finances. Learning how to create a budget, save and invest doesn’t tend to be seen as a high priority. Unfortunately, financial advice is a foreign concept, believed to be...
by Mark Grandstaff | Jun 21, 2022 | Conferences & Events, Financial Services, Financial Trends, Public Relations, Social/Digital Marketing, Thought Leadership
Gregory FCA President Joe Anthony will be speaking at the 2022 MMI Emerging Asset Managers Forum on June 23 in Chicago. Joe and his co-presenter, Diamond Hill Chief Client Officer Jo Ann Quinif, preview their panel discussion in the exclusive video...
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 | Jun 4, 2021 | Content Marketing, Financial Services, Financial Trends, Public Relations, RIAs, Thought Leadership
Could COVID-19 actually have had positive repercussions for the financial planning profession? Over the past year, demand for financial advice has skyrocketed, with over 70% of advisers reporting a larger client base now than before the pandemic. Looking ahead,...
by Mark Grandstaff | May 18, 2021 | Company News, Content Marketing, Financial Services, Financial Trends, Media Relations, Thought Leadership
A lot has certainly changed in the past year. Most broadcast interviews moved to Zoom, Skype or other virtual platforms as even the anchors and reporters worked remotely. Now with the nationwide vaccine rollout, we may see a return to in-studio and satellite...
