More than 300 new ETFs have been launched since Jan. 1, 2018. While the pace of launches in 2019 has slowed compared to what we saw in 2018, the urgency to claim investor mindshare is stronger than ever. The fierce one-two punch of an M&A-fueled consolidation of...
When a new RIA or wealth management firm debuts, its reputation and image are often staked to the founder or founding partners. For firms looking to grow, creating a defined spokesperson strategy that includes a wider group of thought leaders can galvanize a change in...
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...
A little more than four years ago in this blog, we observed that market downturns and volatile performance offer opportunities for advisers to affirm their value to clients. How? By coaching them through potentially emotional and reactive situations. The high...
The annual MarketCounsel Summit brings together the best and brightest in the industry, from investment advisers to service providers and leading journalists. Gregory FCA covered every angle of this year’s influential event in Las Vegas, with hot topics ranging from...
