Members of the Gregory FCA team are excitedly preparing for In|Vest 2019, which has become one of the industry’s largest digital wealth management events. In advance of the conference that will be held July 16-17 in New York City, I sat down with Jimmy Moock, senior...
In the newest installment of our Fintech Fix video series, we speak with Mark Friedenthal, a financial adviser who transitioned into the fintech world when he founded Tolerisk, a subscription-based software tool that provides fiduciary-caliber investor risk-tolerance...
Next week, a good chunk of the financial services industry will descend on Chicago for the 2019 Morningstar Investment Conference (#MICUS). Every year, this event attracts the greatest minds in investment management, from RIAs to ETF issuers, fintech providers and...
In this latest installment of The Fintech Fix, Gregory FCA checks in with Orion’s Head of Partner Integrations Jeff Kliewer and Asset-Map’s Founder H. Adam Holt. The two firms recently integrated, allowing Orion users more fluid access to technology assisting the...
Jimmy’s Note: Trade show season is now in full swing. As financial pros head to sunny San Diego for the National LINC 2019 conference this week, they may be wondering why they see so many outsiders, outliers and the occasional misfit at industry events. What does...
