Late yesterday, the websites and Twitter feeds of both mainstream business and niche financial industry publications were blowing up with the news around yet another digital advice/financial planning and information company getting bought up by a more conventional...
Stop me if you have heard this before: there is an age problem in the financial services industry. With the average age of advisors hovering around 50-years-old, and 43 percent of advisors over the age of 55, the industry is bracing for retirement in droves. In fact,...
Editor’s Note: This post is a collaboration between Marissa and another member of the Gregory FCA team, Kathy McConnell. At a breakout session at the recent TD Ameritrade National LINC Conference, the discussion centered in on advice for RIA executives looking to...
At the end of January, Joe Anthony and I, along with 1,800 ETF industry participants, descended upon Hollywood, Fla. for the annual Inside ETFs Conference. We were given the opportunity to “geek out” over the newest trends, key players and the future of this industry,...
In our previous post, we introduced our quartet of ETF industry experts who currently are operating at ground zero of new ETF issuance to talk about how to successfully launch products in an increasingly crowded and competitive market. The four panelists agreed that...
