Last week we published the first installment of our Q&A series discussing the professionalization of the financial advice industry with three thought leaders. Today, we bring you part two with more insight from Blaine Aikin, CFP®, CFA®, AIFA®, executive chairman...
Here at Gregory FCA, we are fortunate to work closely with a variety of firms in the wealth management and financial advice business. On the backdrop of the fiduciary rule debate, the drive to do more to professionalize the financial advice business and create a...
This week, those involved in the ETF industry descend upon Chicago for the annual Morningstar ETF Conference. If the attendance and size of sponsorship presence is any indicator, the outlook is still strongly bullish for ETFs ─ but that’s not to say that there aren’t...
For more than 10 years, I’ve moonlighted as a stand-up comedian. (And I do mean moonlighted, having sat patiently at open mics into the wee hours of the night just to tell jokes for three minutes.) Having worked as a journalist or PR professional by day, I’d invest my...
Today is World Emoji Day! To celebrate, we at Gregory FCA are giving you the ultimate guide to financial Emojis. To start, here a few events that have shaped the financial landscape so far in 2017: Brexit Dow 20,000 Federal Reserve raises rates Trump rally French...
