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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 financial firms can become trust brokers: Communications strategies to build trust in an insular world
Key Takeaways: The 2026 Edelman Trust Barometer shows people are increasingly insular, trusting only their close circles while distrusting institutions like government and media. Financial…
Communications strategies for alternative asset managers that pass compliance muster and reach your target audiences
Key Takeaways: Alternative investments are growing across the wealth and retirement channels, drawing heightened attention-and skepticism-from investors and financial media. To capture this interest while…
It pays to be first: PR lessons from the first ETF share class launch
Key Takeaways: The first ETF share class launch was by F/m Investments The smaller firm beat larger rivals, and the news was widely covered by…
SEC Risk Alert: 3 Takeaways on Testimonials for Marketing Teams
Key Takeaways: Disclosures must be visible and prominent at the time a testimonial is presented to meet SEC requirements. Unpaid client testimonials remain subject to…
Embracing an AI native financial communications effort
Key Takeaways: AI is transforming financial communications by automating research, media outreach strategies, and content planning to boost productivity. Human oversight is vital to ensure authenticity, accuracy,…
Four takeaways about AI’s rapidly changing impact on financial PR
Key Takeaways: AI answers are increasingly citing news releases and journalistic outlets, making consistent, high-quality earned media and press releases more valuable than ever for…
2025 → 2026? Eight predictions for the financial news coverage in the new year
Key Takeaways: Media interest in 2025 centered on the rise of ETFs, growing advisor focus on alternatives, AI’s expanding influence, and the effects of new…
Sustainable investing communication strategies for 2026
Key Takeaways: Sustainable investing remains resilient despite political pushback and still represents a meaningful share of the US market. To reach and engage interested investors,…
From agency leader to in-house PR executive, Melissa Murphy’s career highlights the importance of relationships
Lowe Group wrapped up our 2025 team retreat a few days ago and, as in past years, we got to spend time together learning, planning,…
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