Was 2015 the year of “Peak ETF” or the tip of the ETF iceberg?

Was 2015 the year of “Peak ETF” or the tip of the ETF iceberg?

Each January, the professional community that creates, trades, markets, researches and promotes ETFs gathers at the Inside ETFs Conference in South Florida. Hosted by research firm ETF.com, the conference has long reflected the strength of the industry. The tone and...
Gregory FCA prepares to go inside the 2015 Fall ETP Forum

Gregory FCA prepares to go inside the 2015 Fall ETP Forum

In order to be successful on behalf of our financial services clients, we’re constantly keeping our finger on the pulse of the industry. What better way to do that than to dive right in and attend the very same events our clients and competitors do? That’s exactly why...
3 monster trends impacting the RIA landscape

3 monster trends impacting the RIA landscape

In late 2014 and early 2015, many financial industry observers made projections for what might be the dominant themes impacting RIA firms in the near future. As we close in on the largest RIA-focused conference of the year, Schwab IMPACT – held in Boston in...
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...