According to ETF.com, the number of exchange traded funds (ETFs) listed in the U.S. increased to 1,669 last year with 197 new products launched and a total AUM of over $2 trillion. Everyone’s favorite investment product is putting up some staggering numbers. It’s...
Here at Gregory FCA, our clients include some of the brightest minds in the retirement industry. We work with third-party administrators, retirement plan providers and the planners who help savers make the right decisions with their nest eggs. As we immerse ourselves...
There is no disputing the fact that social media has evolved from its original purpose as a social communications medium into a tool businesses leverage to sharpen and refine their messages, helping them succeed in their industry. Here at Gregory FCA, where we help...
My grandfather’s birthday was in late November, often falling on the same weekend as Thanksgiving. It’s not uncommon for me to find myself thinking of my grandfather while I am also counting my blessings. It has been nine years since my grandfather passed away, but a...
Last Thursday I attended Business Development Institute’s The Future of Financial Services Communications Summit where my colleagues, President Greg Matusky and Vice President Kim Harmsen, presented: “The New Communications Paradigm in Financial Services: The Penn...