New to marketing ETFs? Download our guide

What’s different about ETF marketing?  An article in the Financial Times last week painted one picture, citing a scene across the street from the ETF Exchange conference in Miami: financial advisors on board a luxury superyacht “drinking ETF-themed cocktails, helping themselves to prime rib and smoking cigars.”   Most telling: the event was sponsored by (wait for it) Dimensional Fund [...]

By |2024-02-26T17:13:24-06:0002/26/2024|

Don’t overlook an important piece of RIA M&A: the story you have to tell

With RIA merger and acquisition activity expected to continue at a robust rate in 2024 (see sidebar), expect to see a lot more deal-related news in publications like Barron’s Advisor, CityWire RIA and RIA Biz.   This coverage is an opportunity for growing RIAs to tell their stories. With each liftout and acquisition, firms have an opportunity to reiterate core [...]

By |2024-02-22T13:21:24-06:0002/22/2024|

Lessons from the trenches: what to expect when you are asked to attend media training

As part of our engagements with clients and as a separate standalone service, we’ve trained hundreds of spokespeople to talk to the media or speak on webinars and panels.   Our media training can be anything from an abbreviated online training to a full-day program with on-camera practice. The goal is to get spokespeople comfortable talking to the media. Many [...]

By |2024-02-13T08:50:09-06:0002/13/2024|

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 |2024-01-31T07:45:57-06:0001/30/2024|

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 |2024-01-24T10:49:39-06:0001/24/2024|

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 |2024-01-25T17:04:20-06:0001/23/2024|

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 |2024-01-19T13:46:25-06:0001/16/2024|

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 |2024-01-19T13:41:17-06:0001/09/2024|

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 |2024-01-05T13:18:26-06:0001/04/2024|
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