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“No AI answers, please” – What reporters are really telling sources
Key takeaways: Reporters are screening for AI and saying so plainly in their outreach. Journalists are looking for authentic responses informed by specific expertise and experience. Running your…
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Claude’s watermark: What it means for financial services content creators
Anthropic now watermarks Claude-generated text with an invisible, keyed word-selection pattern (no visible mark, no metadata) Light editing of a Claude draft probably isn’t enough to avoid it; original…
Private markets meet the wealth channel: What financial marketers need to know
The Financial Communications Society’s Chicago chapter picked a timely topic for its summer “Cocktails with Content” gathering last week: the ongoing convergence of public and…
How to differentiate your content strategy
Earlier this month, Cloudflare reported that for the first time, more web traffic came from bots than from people. More and more of what those…
Insider’s list of investing podcasts [January 2026 update]
Key Takeaways: The directory now includes 130 investing podcasts recommended for institutional and retail investors, financial advisors, and those focused on ETFs, retirement, impact investing,…
2026 book recommendations
Key Takeaways: We offer a few book recommendations for professionals working in the investment industry that either directly or indirectly cover business, investment or wealth/estate…
PowerPoint is a tool for these three jobs
Key takeaways: PowerPoint is a basic form of communication within RIA firms. It’s often used ineffectively-and can work against an investment professional’s message coming through…
Connecting evergreen content to topics in the news
Key Takeaways: Evergreen content can fill gaps when timely commentary isn’t possible. Revisiting and updating evergreen content regularly ensures it stays relevant and maximizes its…
We stand with the em dash
Used by Buffett, Marks, Zweig, Benz and others, the dash doesn’t deserve to be cancelled over a silly misunderstanding.
A little inspiration for writing about investor tax topics
Don’t let uncertainty keep you from communicating. Preview changes in something you write ahead—and then be quick to comment when more is known.
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