Latest MuckRack survey sheds light on marketing/comms convergence, alignment

What’s everyone else doing?  Of course, the investment industry is unique and, without question, investment marketers and communicators operate in an environment (including regulatory) that other communicators don’t. Even so, it can be interesting to learn how others approach their jobs.  MuckRack recently published the results of a survey on a subject near and dear to our hearts—priority-setting, the collaboration [...]

By |2024-03-03T13:58:32-06:0001/30/2024|

Starting February 1, bulk-email basics matter even more

Starting February 1, Google and Yahoo are requiring certain best practices for email senders—large and small—who address messages to Gmail and Yahoo addresses. If you don’t comply, your email reputation may suffer … and you could wind up blacklisted.   This is particularly important for smaller wealth or asset management firms who use programs like MailChimp or Constant Contact [...]

By |2024-03-03T13:58:49-06:0001/24/2024|

Vanguard ban on bitcoin ETFs [A communications case study}

UPDATE: On January 24, Vanguard posted a Q&A featuring its ETF and brokerage platform leaders Janel  Jackson and Andrew Kadjewski defending the firm's position and explaining why they barred trading in spot bitcoin ETFs. Until yesterday, the firm had only commented reactively in response to press inquiries. Jackson said, “We understand that our decision on crypto is not popular [...]

By |2024-03-03T15:29:56-06:0001/23/2024|

Chief communications officers increasingly play a strategic role in major business decisions: Edelman

The recently released Edelman’s Future of Corporate Communications study found that half of chief communications officers (CCOs) consider themselves to be strategic advisors to the business leaders in their organization. This compared to little over one-third in 2021. The study notes, “CEOs and Boards have awakened to the value communications can and must provide, and they’re pushing communications leaders [...]

By |2024-03-03T13:59:41-06:0001/16/2024|

ETF marketing gone wild: The spot bitcoin launch

Are you ready for this? Today ETF marketing takes its place in the spotlight to an extent not seen before in recent history, if ever. If you’re on the marketing teams of the 11 firms approved to launch a spot bitcoin ETF, you well know the test ahead. (Then again, there’s zero chance that you have the time to [...]

By |2024-03-03T14:00:17-06:0001/09/2024|

Our take on what’s ahead for investment industry digital marketers in 2024

Our outlook on investment industry communications trends in 2024 continues today with some digital marketing perspectives from Pat Allen, head of LG Digital. Also, see Jody Lowe's comments on what she sees ahead for public relations professionals this year.   A new year—those 12 months stretching out in front of us—is a natural occasion to make a new plan, to [...]

By |2024-03-03T15:36:23-06:0001/04/2024|

Our 2024 predictions for PR Pros

We’re kicking off the year with two back-to-back posts on our predictions for investment industry communications trends in 2024. Below Jody Lowe comments on what she sees ahead for public relations professionals.   The New Year is a great time to build outreach plans for the coming year.  This year, there are plenty of predictable stories we’re tracking, hoping to [...]

By |2024-03-03T14:01:26-06:0001/04/2024|

A 2023 Holiday Reading List for Investment Pros recently published their 10 best business books for financial advisors. I always love best books lists, and I agree with’s recommendations for Michael Lewis’s epic book Going Infinite on the demise of the crypto trading platform FTX and Walter Isaacson’s terrific biography of Elon Musk. Both are great reads.  I love reading—both fiction and non-fiction—and always have [...]

By |2024-03-03T14:01:59-06:0012/13/2023|

The investment industry stories we’ll remember from 2023

As the days count down to the end of 2023, we’re taking a quick random look back at some of the ongoing stories we’ll remember from the year. What would you add? We invite your comments below.  A new co-worker. We all got a new co-worker this year as artificial intelligence capability in the form of ChatGPT and other [...]

By |2024-03-03T15:16:39-06:0012/07/2023|
Go to Top