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...
You are likely familiar with LinkedIn as a professional networking tool. However, the platform provides so many additional benefits and your financial services firm can’t afford to miss out on them. In this exclusive video from Gregory FCA, I share some tips and...
The next time your financial services firm engages in a media interview, it might not be via phone. Reporters across a wide variety of outlets are increasingly relying on written source commentary versus the traditional phone or – seldom, yet valuable – in-person...
Our team is gearing up for the annual Schwab IMPACT conference, which will be held in Washington, D.C., from Oct. 28-31. Ahead of what is one of the largest gatherings of registered investment advisers (RIAs) from across the country, I sat down with my Gregory...
For the fourth year in a row, Gregory FCA is heading to FinCon, an annual conference bringing together the financial media’s finest thought leaders including those who have made their name via traditional media and those who have emerged as new media stars. The...
