Editor’s note from Joe Anthony: Here at Gregory FCA we are celebrating our 25th anniversary of being in business. The heartbeat of our agency is our ability to deepen our relationships with our clients and the media alike. Here is a Q&A featuring United Capital’s Leslie Dunham who chatted with Jimmy Moock, a Senior VP and Team Leader here, about her firm’s view on our five years of collaboration with United Capital.
I woke up Tuesday morning to a fun tidbit in my inbox delivered by my friends at KCG. In the morning ETF note, the writers broke the news (to me, at least) that Kevin O’Leary and his amazing marketing machine were debuting the first of what seems to be several ETFs from the Shark Tank personality. Reports are that the new ETF traded nearly 345,000 shares on day one and has $5 million in assets.
Ninety-two million strong, millennials have become a force to be reckoned with. As the baby boomers phase out, RIAs need to make serious strides in understanding this up-and-coming group. The good news is that the opportunities are endless, especially considering that this cohort has surpassed the baby boomers by 15 million and now represents America’s largest living generation. For this reason, the millennial imperative can no longer be ignored.
If you are a regular on the financial industry conference circuit, you can’t escape the robo-advisor panel discussions, keynotes and exhibit hall scuttlebutt. Everyone wants to be in the know and discern whether or not the rise of the robo is a threat to their business prospects or an opportunity to seize. After attending Morningstar’s annual conference in Chicago, it’s clear that the conference organizers got the memo: robo talk will draw a crowd.