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Kitces’ 2026 Marketing Study: The best marketers make advisors market less
Kitces’ 2026 Marketing Study: The best marketers make advisors market less Marketing pays for itself, but most of the cost is people’s time. Roughly two-thirds…
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A few marketing lessons from the 2026 Future Proof Festival
Larger-high growth advisory firms move beyond referrals and build real marketing functions once they break past the $5M revenue point Successful marketers combine digital strategies…
“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…
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…
Being prepared for volatility yet again: A playbook for investment communicators
Markets keep climbing despite warnings on valuations, AI/tech concentration, and emerging-market sentiment – but investment communicators aren’t paid to call the top, just to be…
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…
“Meet the Milwaukee Business Journal’s 2026 Women of Influence”
Today, the Milwaukee Business Journal’s editor-in-chief Timothy Gibbons covered the event honoring 25 “Women of Influence” in the Milwaukee area, including Lowe Group president and…
What actually sets asset managers apart in 2026 (Hint: it’s not just performance)
Asset managers facing fee compression and looking for ways to protect margins might want to take a look at a report from Coalition Greenwich, a…
What does a ‘Midwest Sensibility’ mean for financial PR (and why it’s not about geography)
I’ve been told our firm has a Midwest sensibility, and I believe it is true. None of us grew up on a farm, but a…
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