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Insights on issues impacting the investment industry.

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Financial PR can do more

Public relations should be a strategic business function, especially at firms that are growing, exploring new markets, or trying to build a distinct and relevant brand.

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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…

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Considerations for tweeting in a time of Twitter turmoil

What does Elon Musk’s Twitter takeover mean for your firm’s account?

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Bottom-up stock pickers: You, too, can tell your story to a media focused on today’s top performers

Lack of a macro view doesn’t preclude you from getting media attention.

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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…

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Meet the team: An interview with Greg Joslyn

Up close and personal with Lowe Group’s Principal & Executive Vice President, Media Relations

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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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