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Insights on issues impacting the investment industry.
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Future Proof Citywide takeaway? PR is the AI infrastructure for RIAs
Key Takeaways: AI was the dominant theme at Future Proof Citywide, with advisors intrigued but also cautious about rapid technological change, compliance risks, and the…
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The only constant is change: Lowe Group celebrates 20 years of investment communications
PR firm founder Jody Lowe reflects on two decades of representing clients in the ever-evolving investment industry.
A graphic designer’s pivot to marketing strategy: UMB Bank’s Jennifer Casanova
Recently we were pleased to welcome Jennifer Casanova, B2B marketing director for UMB Bank, to our office for a lunch ‘n’ learn discussion about effective…
Calamos’ Bob Behan: A veteran distribution exec on leadership, management
The no-nonsense yet compassionate style that led to his team’s 50% year-over-year sales improvement—despite the COVID lockdown
Making a statement at a time of global conflict: Many asset managers say ‘No, thanks’
Firms balance the instinct to weigh in on the market impact against the many complex issues surrounding the tragedy in the Middle East.
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?
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