by Josh Lusk | Nov 2, 2017 | Financial Services, Financial Trends, Thought Leadership
When the 2020 edition of the renowned Inside ETFs conference occurred in late January, it was still several weeks before the coronavirus pandemic had established a firm foothold in the U.S. and caused an unprecedented economic shutdown. One of the most prominent...
by Josh Lusk | Oct 3, 2017 | Financial Services, RIAs, Thought Leadership
Last week we published the first installment of our Q&A series discussing the professionalization of the financial advice industry with three thought leaders. Today, we bring you part two with more insight from Blaine Aikin, CFP®, CFA®, AIFA®, executive chairman...
by Josh Lusk | Sep 29, 2017 | Financial Services, RIAs, Thought Leadership
Here at Gregory FCA, we are fortunate to work closely with a variety of firms in the wealth management and financial advice business. On the backdrop of the fiduciary rule debate, the drive to do more to professionalize the financial advice business and create a...
by Josh Lusk | Sep 5, 2017 | Conferences & Events, ETFs, Financial Services, Thought Leadership
This week, those involved in the ETF industry descend upon Chicago for the annual Morningstar ETF Conference. If the attendance and size of sponsorship presence is any indicator, the outlook is still strongly bullish for ETFs ─ but that’s not to say that there aren’t...
by Josh Lusk | Aug 30, 2017 | Financial Services, Financial Trends, Thought Leadership
For more than 10 years, I’ve moonlighted as a stand-up comedian. (And I do mean moonlighted, having sat patiently at open mics into the wee hours of the night just to tell jokes for three minutes.) Having worked as a journalist or PR professional by day, I’d invest my...
by Josh Lusk | Jul 10, 2017 | Conferences & Events, Financial Services, Financial Trends, Thought Leadership
This week, Gregory FCA is headed back to the InVest 2017 conference in New York City, coordinated by our friends at SourceMedia. InVest brings together the sharpest minds in the fintech space for a two-day event. This year’s lineup promises to cover pressing industry...
