As of October 1, the SEC has revised the questions in Form ADV based on its rule release IA-4509. One key area of revisions relates to social media. The SEC’s summary of all ADV changes is available here. The following screen shot from that PDF file shows the edits to the social-media and website-related questions. Several points of clarification [...]
You may receive occasional emails from LinkedIn notifying you that you or one of your connections was mentioned in the news. These notifications are the result of LinkedIn’s automated “Mentioned in the News” feature, in which an algorithm searches for online news articles, and matches names in these articles to LinkedIn members or organizations. Consider how this feature relates [...]
In the financial services context, what sets apart those subject matter experts who succeed in becoming regular resources to the media? In our experience, it isn’t just the size of the firm and the renown of its brand. While those factors may help, our observation is that the reputation for expertise derives from a few key factors: Original content, [...]
In a previous post, I offered suggestions about headline writing when preparing content for financial advisor audiences. That same content—investment commentary, market research, policy updates, and more—is just as valuable to journalists as they frame stories and identify new sources. Therefore, it’s helpful to keep journalists in mind when crafting content, including headlines—which are critically important to attracting interest. [...]
Some investment firms serve predominantly U.S.-based clients but the actual nature of their business focuses on selecting, researching, or transacting investment opportunities in other countries. It can be helpful to find media opportunities in both the U.S. and overseas. U.S.-based financial media can reach these firms’ clients, while local media overseas can reach their business partners and potential investment [...]
In the communications field, we regularly “pitch” story topics and experts to journalists. Not every pitch is successful, but we’ve learned a few things that can increase the odds of success. Having the right mindset about that process helps—for both client and journalist. Here are four tips that can help you achieve success: Offer something of genuine value. It’s [...]
As hard as people try to predict performance, it is very difficult to do. For that matter, even looking backward can be tricky. For example, industry experts sometimes disagree on how best to interpret past performance and risk data for the purpose of evaluating future possibilities. In an article late last year, Advisor Perspectives editor Robert Huebscher concluded that [...]
Recently we posted comments on “what you should know about links in news releases,” describing why links in news releases don’t help boost search-engine rankings of the websites to which they point (e.g., issuers’ sites). We suggested you keep issuing news releases when you think someone might be searching for its content—which is indexed by search engines even though [...]
The algorithms Google and other search engines use to rank and select content are complex and constantly evolving. We are not experts on search but want to share what we’ve learned about the impact on search of news releases, wire services, and links. A few years back, we began helping our clients embed links in news releases in order [...]
Blogging seems like a straightforward concept: think of something to say, write it down, then post it to your website; use the content to connect with clients and leads. This is easier said than done. An effective corporate blog—one that connects with clients, prospects, journalists, and any other stakeholder groups—requires that you think like a journalist, a publisher, a [...]
