Top takeaways from the FPA’s NexGen Business Development Panel

Top takeaways from the FPA’s NexGen Business Development Panel

A recent study by LinkedIn and Ipsos found that while previous generations may have seen financial matters as private and would never consider discussing them with their peers, nine in ten Millennials use social networks to seek opinions and comments regarding...
Complacency kills: Don’t let your RIA firm’s growth flat-line

Complacency kills: Don’t let your RIA firm’s growth flat-line

Here at Gregory FCA, we have the privilege of working with firms who are looking to catalyze growth for the future and are using the current strength of their business to bolster their marketing and communications plans to ensure that their businesses are in shape to...
Kevin O’Leary enters the #ETF #SharkTank; DFA too!

Kevin O’Leary enters the #ETF #SharkTank; DFA too!

I woke up Tuesday morning to a fun tidbit in my inbox delivered by my friends at KCG. In the morning ETF note, the writers broke the news (to me, at least) that Kevin O’Leary and his amazing marketing machine were debuting the first of what seems to be several ETFs...