Ella Lawrence
On compliance and media interviews: How a well written media policy helps investment firms avoid pitfalls
Mutual fund, ETF managers benefit from guardrails on citing holdings, quoting performance, and repurposing media mentions.
As capital inflows slow, PE firms need to get creative & proactive
In a fundraising environment that lifted all boats, private equity firms could afford to treat communications as an afterthought. Not anymore.
Marketing and communications professionals should know the new SEC Marketing Rule
The announcement of the first charges serve as a reminder: this rule is fundamentally different from what was expected.
Gen Z and traditional investment providers: where, how will their paths even cross?
Like most of their peers, our Gen Z interns are investing without the help of the usual suspects (asset managers and advisors). Everybody OK with that?
Why’d you do that to our news release?
Surprised about the edits PR professionals make to news announcements? Here’s why we do some of what we do.
9 head-turning charts, animations, images from investment firm marketers
These graphics make fixed income fabulous, give a 007 vibes to webcasts, and breathe new life into marcom tropes.
What to wear on TV? Make choices you won’t regret
Bright colors, patterns or noisy jewelry can detract from your message. Here are some tips for dressing for TV interviews.
10 more investment podcasts for your listening pleasure: July 2023
There’s something for everyone—investors, institutional investors, ETF investors, financial advisors—in this July 2023 update.
Ho-hum and hmm: Threads seems like a pale imitation of Twitter
It lacks the imagery of Instagram and the functionality of the other place. Guess we have no choice but to wait and see.
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