A chapter closes today when Bob Huebscher signs off from Advisor Perspectives, the ground-breaking publication he founded 17 years ago. AP was established at a time when consumer and trade publishing was being disrupted by web 2.0 trends and technologies that enabled users to generate content alongside brands and publishers. In the wake of the Great Financial Crisis, as [...]
Lately, I’ve been picking up on an overall malaise about social media—LinkedIn, in particular, since that’s where the vast majority of asset management industry posting and overall activity takes place (that’s where the financial advisors are). Many are not sure it’s “working,” they’re asking whether it’s “worth it” and suggesting maybe social media is even “over.” If you’re [...]
A recent sweep of asset manager websites confirms the trend: Mutual funds and ETFs increasingly are sharing website real estate with separately managed accounts (SMAs) and model portfolios. As market preferences shift, it makes sense that asset managers are becoming more public and explicit about what they do. Both SMAs and model portfolios are proving to be an [...]
On Tuesday Barron’s broke the story about Ron Carson, the founder of the Omaha-based RIA Carson Group, stepping down from his CEO role. Carson posted a video to LinkedIn that he had recorded a week earlier, announcing he had shared his story with Barron’s on embargo. While he went on to discuss his plans to focus on conscious [...]
For today’s post, both Lowe Group President & Founder Jody Lowe and Pat Allen, head of LG Digital, weigh in on the recently updated PESO model and the relevance of the underlying thinking to investment communicators. Jody's PR perspective: Yes to PESO—just maybe not in that order Most communications pros have seen the Venn diagram with the overlapping [...]
