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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…
What SEC examiners found when firms promoted their awards in news releases
Key takeaways: Exam findings treat news releases promoting third-party ratings as advertisements under the SEC Marketing Rule. The most common problems are marketing habits, not compliance failures-undisclosed logo and reprint fees, inaccurate year…
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…
The Rise of Advisor Finfluencers
The term Finfluencer usually brings to mind social media and online influencers like Humphrey Yang and Dave Ramsey. In fact, there is a whole world…
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…
Introducing Finfluential, tracking emerging sources of influence in the investment industry
Who’s breaking out in the investment industry? Lowe Group launches Substack newsletter to spot the influences
Paid search offers visibility benefits, even as costs rise and habits shift
For how long will it be a go-to tactic, especially for long tail searches?
Prepping your asset management website for a whole different kind of user
It’s time to consider a future when our clients and prospects will send their AI agents to get what they need from our sites.
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.
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