Ordinarily, I have limited use for research that combines asset management and wealth management with banking and the many flavors of insurance (property & casualty, life & annuities). We just don’t have enough in common, and insurance and banking data tend to overwhelm everything—with the potential to misdirect. Fortunately, Hearsay’s Social Selling Content Study published a few weeks ago [...]
It’s that time of year—when LinkedIn is overridden with group photos of the bright and shiny faces of the incoming classes of new employees and interns fortunate enough to be starting their careers in the investment management industry. If you’re a manager responsible for onboarding new communications professionals, it all falls on you to assure the newcomers get off [...]
Investor interest in sustainable and impact investing remains high. A 2024 study from Morgan Stanley indicated that more than half of individual investors plan to increase their allocations to sustainable investments in the next year. Like consumers who choose to buy products that use recycled materials or avoid products that are produced with child labor, many investors would like [...]
A chapter closes today when Bob Huebscher signs off from Advisor Perspectives, the ground-breaking publication he founded 17 years ago. AP was established at a time when consumer and trade publishing was being disrupted by web 2.0 trends and technologies that enabled users to generate content alongside brands and publishers. In the wake of the Great Financial Crisis, as [...]
Lately, I’ve been picking up on an overall malaise about social media—LinkedIn, in particular, since that’s where the vast majority of asset management industry posting and overall activity takes place (that’s where the financial advisors are). Many are not sure it’s “working,” they’re asking whether it’s “worth it” and suggesting maybe social media is even “over.” If you’re [...]
A recent sweep of asset manager websites confirms the trend: Mutual funds and ETFs increasingly are sharing website real estate with separately managed accounts (SMAs) and model portfolios. As market preferences shift, it makes sense that asset managers are becoming more public and explicit about what they do. Both SMAs and model portfolios are proving to be an [...]
On Tuesday Barron’s broke the story about Ron Carson, the founder of the Omaha-based RIA Carson Group, stepping down from his CEO role. Carson posted a video to LinkedIn that he had recorded a week earlier, announcing he had shared his story with Barron’s on embargo. While he went on to discuss his plans to focus on conscious [...]
For today’s post, both Lowe Group President & Founder Jody Lowe and Pat Allen, head of LG Digital, weigh in on the recently updated PESO model and the relevance of the underlying thinking to investment communicators. Jody's PR perspective: Yes to PESO—just maybe not in that order Most communications pros have seen the Venn diagram with the overlapping [...]
Finfluencer: A social media influencer who provides personal finance education or advice to followers. For many years, my idea of a finfluencer was one of the many well-followed financial thought leaders who were widely quoted in the media and on social media—people such as Michael Kitces, Wade Pfau and Christine Benz who are well known by professionals at [...]
My family takes turns labeling one another as “sentimental Irish”—a reference to an old song performed by the Irish song and dance man Tony Kenny. I’ve kicked the lyrics to the sidebar below so I stay on task, without tearing up. I wish you could have heard Tony sing it live in a room filled with Chicago Irish [...]
