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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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How clients participated in the year’s biggest financial headlines
We always encourage clients to “use the news to get in the news,” and 2022 had no shortage of headlines that provided opportunities to showcase…
Advisor Perspectives: “Play to Your Strengths in Client Communications”
Most independent advisors want to differentiate themselves from their peers at larger firms by emphasizing personal perspectives in client communications. The problem is they’re short…
SEC Marketing Rule: Implications for news releases that promote third-party ratings and rankings
The window of time for SEC-registered investment advisors to conform to the new SEC Marketing Rule is drawing to a close.
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