Our latest installment of Fintech Fix features Andrew Meadows, SVP of HR, brand + culture at Ubiquity Retirement + Savings. Having specialized in small business retirement plans for 20 years, Ubiquity has developed a proprietary record-keeping system to meet the...
After ringing in the new year, our attention has turned back to the bells we hear every weekday — with the exception of market holidays — signifying the commencement and conclusion of another trading session on security exchanges around the world. As financial...
Thanksgiving is a time of gratitude and reflection, family and food, and all the fun stuff in between. At Gregory FCA, we are beyond thankful for our clients, some of whom we’ve partnered with for over 15 years! With a Thanksgiving feast around the corner, I couldn’t...
ESG (environmental, social and governance) investing is one of the fastest-growing investment strategies in the United States. The $12 trillion ESG market wields significant power — representing approximately one out of every four dollars in total assets under...
Last week, more than 2,500 bloggers, podcasters, reporters and personal finance enthusiasts from across the world descended on Washington, D.C., to attend the ninth annual FinCon, which bills itself as the world’s largest financial content expo. The tagline for this...
Americans will find a reason to celebrate almost anything these days, and those in the wealth management and personal finance industry are no exception. In addition to commemorating the more traditional holidays such as Labor Day, it’s rare for a month to go by...
