Maya Stojkovich
The easy day was yesterday—Schwab Impact 2023
Jody Lowe’s take on one of the biggest events of the year for RIAs, held this week in Philadelphia.
Why not promote mutual funds, ETFs on LinkedIn?
“Advertise where the people are”—advice that’s leading many investment firms to the industry’s favorite social platform.
The Broadridge whitepaper that explains a lot about the change underway in the fund industry
Shifting product preferences, heightened differentiation, personalization all have implications for mutual fund, ETF marketers.
Investment podcast directory update [October 2023]
Ten shows added and six dropped in the latest update to the Insider’s List of Investment Podcasts.
The 9 words we’re seeing a lot of, with mixed emotions
Where did de-dollarize, double-click, feedforward, greenhushing, mixternal, phubbing, pitch-slap, rage click and TL;DR come from anyway?
Three ways not to sound salesy in educational content
Content can build trust with clients and prospects if it delivers value without sounding like an overt sales pitch.
Why choose one when you can have both? Our take on WFH
A business that trusts that its employees is more likely to be successful.
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.
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