Blog Archives



Green Shoots: LifeYield empowers financial advisers

Here at Gregory FCA, we want to help tell the stories of firms and people in the financial services world who are making a difference through innovation and providing solutions in this time of economic uncertainty. To that end, we’ve initiated a video series on our Financial Services Marketing Blog called “Green Shoots,” which captures the first-person perspective of business leaders with good things to share about how to make the most of a difficult...

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‘Sometimes life hits you in the head with a brick’ … and other PR tips gleaned from Steve Jobs

I originally wrote this post about Steve Jobs three years ago. Times were different then. Restaurants were packed. Malls were teeming with crowds. And graduates … well, they were graduating — on a stage, with their friends and in front of their families. Hugs were given. Hands were shaken. And their world was full of promise. Now we’re dealing with a new reality. Not only are graduates faced with uncertainty, but so are our...

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Green Shoots: GraniteShares’ path to $1 billion in the midst of a pandemic

Here at Gregory FCA, we want to help tell the stories of firms and people in the financial services world who are making a difference through innovation and providing solutions in this time of economic uncertainty. To that end, we’ve initiated a video series on our Financial Services Marketing Blog called “Green Shoots,” which captures the first-person perspective of business leaders with good things to share about how to make the most of a...

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RIAs taking PPP loans face reputation scrutiny: Is that fair?

Each day, news trickles out about another mid- to large-sized RIA firm that applied for and accepted a loan as part of the Paycheck Protection Program (PPP) backed by the Small Business Administration. In some reports, the news is passed along in a scandalous tone; after all, how could a billion-dollar wealth management firm need to borrow money? In other media coverage, it’s simply reported in the same tone you’d expect from coverage about...

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Green Shoots: Baker Boyer donates meals to frontline workers

Here at Gregory FCA, we want to help tell the stories of firms and people in the financial services world who are making a difference through innovation and providing solutions in this time of economic uncertainty. To that end, we’ve initiated a video series on our Financial Services Marketing Blog called “Green Shoots,” which captures the first-person perspective of business leaders with good things to share about how to make the most of a difficult...

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Active nontransparent ETFs: Doing it the new old-fashioned way

When the 2020 edition of the renowned Inside ETFs conference occurred in late January, it was still several weeks before the coronavirus pandemic had established a firm foothold in the U.S. and caused an unprecedented economic shutdown. One of the most prominent themes of the conference proved to be the concept of active nontransparent (ANT) exchange-traded funds and the impact these innovative new investment vehicles might have upon being officially introduced.  Nontransparent ETFs represent...

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Green Shoots: How Cboe Vest is protecting equity investors

Here at Gregory FCA, we want to help tell the stories of firms and people in the financial services world who are making a difference through innovation and providing solutions in this time of economic uncertainty. To that end, we’ve initiated a video series on our Financial Services Marketing Blog called “Green Shoots,” which captures the first-person perspective of business leaders with good things to share about how to make the most of a difficult...

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Green Shoots: RobustWealth seamlessly weathers market downturn

Here at Gregory FCA, we want to help tell the stories of firms and people in the financial services world who are making a difference through innovation and providing solutions in this time of economic uncertainty. To that end, we’ve initiated a video series on our Financial Services Marketing Blog called “Green Shoots,” which captures the first-person perspective of business leaders with good things to share about how to make the most of a difficult...

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Green Shoots: Unified Trust offers free financial plans for frontline workers

Here at Gregory FCA, we want to help tell the stories of firms and people in the financial services world who are making a difference through innovation and providing solutions in this time of economic uncertainty. To that end, we’ve initiated a video series on our Financial Services Marketing Blog called “Green Shoots,” which captures the first-person perspective of business leaders with good things to share about how to make the most of a difficult...

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Green Shoots: Lighthouse Life gets creative with supporting small businesses

Here at Gregory FCA, we want to help tell the stories of firms and people in the financial services world who are making a difference through innovation and providing solutions in this time of economic uncertainty. To that end, we’ve initiated a video series on our Financial Services Marketing Blog called “Green Shoots,” which captures the first-person perspective of business leaders with good things to share about how to make the most of a difficult...

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