financial PR Archives

Marketing and communications professionals should know the 7 “general prohibitions” of the new SEC Marketing Rule

This week the SEC announced its first charges under the new Marketing Rule that went into effect in May 2021. Tital Global Capital Management USA was fined $850,000 for “using hypothetical performance metrics in advertisements that were misleading” and for “multiple compliance failures that led to misleading disclosures about custody of clients’ crypto assets, the use of improper ‘hedge [...]

By Benjamin Bishop|2024-03-03T14:10:34-06:0008/22/2023|

Gen Z and traditional investment providers: where, how will their paths even cross?

We can’t underestimate the work—and new thinking—required for the investment industry to meaningfully extend to Generation Z investors. That was my takeaway from a discussion this week with two Lowe Group college interns. Rosemary Cetera is a graduate student at Marquette University pursuing a Master of Arts in Corporate Communications, and Jamiah Boyd is a junior at the University of [...]

By Pat Allen|2024-03-03T14:10:54-06:0008/17/2023|

Why’d you do that to our news release?

In the back-and-forth of working with clients to craft press releases, there are a couple of areas of … how to put this delicately … tension … that sometimes come up. Here, then, are some of the more common questions we get from clients when it comes to news releases and our responses when they ask “Why did you [...]

By Greg Joslyn|2024-03-03T14:11:11-06:0008/09/2023|

9 head-turning charts, animations, images from investment firm marketers

It’s been too hot to read—instead, this week let’s look at some pictures! Here’s a shout-out to some of the finest graphics we’ve seen circulating on the socials lately. The set of nine celebrated below is a mix of new and old-but-evolved charts, animations and images produced by asset management and advisory firm marketers over the last few months. [...]

By Pat Allen|2024-03-03T14:11:33-06:0008/01/2023|

What to wear on TV? Make choices you won’t regret

“Do I really need to wear a tie on CNBC?” Yes! Well, it depends. “Can I wear my favorite neon-colored shirt?” No! Really not a good idea. “Do I need to wear pants?” Not answering that. Over the years we’ve provided numerous tips to portfolio managers and strategists fortunate enough to be interviewed on TV. Truthfully, since the pandemic, [...]

By Jody Lowe|2024-03-03T14:23:48-06:0007/27/2023|

10 More Investment Podcasts For Your Listening Pleasure

For as long as you all keep producing high quality, insightful podcasts for the investment industry (asset managers, financial advisors and fintech), we are going to keep adding to the Insider’s List of Investment Podcasts launched in April. (See our criteria here.) Our list grows to 93 today with the addition of 10 more podcasts, and there’s something for [...]

By Pat Allen|2024-03-03T14:24:51-06:0007/19/2023|

Ho-hum and hmm: Threads seems like a pale imitation of Twitter

“All we really need is 250 words,” Jody Lowe said when she suggested a quick, simple blog post acknowledging the launch last week of Threads. Right. Someday I will write a 250-word blog post, you have my word. But on the subject of the so-called “Twitter killer” app—whose user base rocketed from 0 on July 6 to more than [...]

By Pat Allen|2024-03-03T14:25:03-06:0007/13/2023|

Our intuitive framework for reporting and measuring on PR and digital marketing

As we wrap up the second quarter and begin the third, our reporting team is putting together reports for clients. Clients need to measure return on investment. Getting the KPIs right takes some thought. The PR industry has long sought to effectively measure ROI. One widely used resource on measurement is the Barcelona Principles. Introduced in 2010 by [...]

By Ben Bishop and Jody Lowe|2024-03-03T14:25:31-06:0007/10/2023|

Dive-bombed by negative news coverage? How to recover and move forward

As a recreational runner, I’ve had a lifelong fear of red-winged blackbirds. I’ve been divebombed numerous times seemingly out of the blue when a protectant mama bird sees me approaching. Screaming, gesturing wildly and throwing rocks in my defense as I stumble away traumatized, I wonder “what did I do to deserve this?” If you, your product or your [...]

By Jody Lowe|2024-03-03T14:26:09-06:0007/05/2023|

This slowpoke recession is clogging inboxes everywhere

Whether you’re a marketer, financial advisor or a money manager, to be a communicator in the investment industry is to accept that there will be some repetition in your work. The required quarterly, semi-annual and annual reporting and updating make certain of that. But changing market cycles keep things interesting, leaving plenty of room for variety and creativity in [...]

By Pat Allen|2024-03-03T14:26:37-06:0006/29/2023|

Marketing and communications professionals should know the 7 “general prohibitions” of the new SEC Marketing Rule

Gen Z and traditional investment providers: where, how will their paths even cross?

Why’d you do that to our news release?

What to wear on TV? Make choices you won’t regret

10 More Investment Podcasts For Your Listening Pleasure

Our intuitive framework for reporting and measuring on PR and digital marketing

Dive-bombed by negative news coverage? How to recover and move forward

This slowpoke recession is clogging inboxes everywhere

OFFICE

CAREERS

SITE MAP

CONTACT ME

I’d like to learn more!