Just got back from the Morningstar Investment Conference at Navy Pier in Chicago. I’m struck by the major commitment, both in time and expense, made when asset managers exhibit at Morningstar and other major conferences. I love to see the industry’s marketing pros work trying to elevate their brands and the creativity of the teams who think long and [...]
Creating content that educates or takes a view on the market or industry trends can help you engage with both clients and journalists. But that doesn’t work if your title sounds like you’re about to give a rundown of your value proposition. Readers, especially journalists, are going to be skeptical about spending time on something called something like [...]
Recent Fuse research cited by Ignites.com (subscription required) illustrates just how daunting it is to launch a successful ETF. Through May 29 of this year, at the same time as there have been 258 launches, nearly two-thirds as many (174) were shuttered. Since 2014, the data is even worse with 5,222 launches and 4,654 closures. There is a reason [...]
Not horrible at all. National viewers will see for themselves when the Milwaukee skyline is in the news a lot in July as the Republican convention descends upon the city. We love this community whose new tagline, Fresh, Flavor, Forward, describes so much about what we enjoy about living here. Our professional home is equally compelling. Lowe Group [...]
Regardless of the size of your organization, you may have a small team focused on and supportive of content development. Say there’s only a handful of people across marketing, sales and business functions whom you can count on. You have to be especially tight about your planning. You definitely want some easy wins. Here are some practical suggestions for [...]
About once a month, I receive emails from private equity firms looking to purchase Lowe Group. Recently, we saw that one of the leading financial communications agencies was absorbed by a larger PR firm backed by private equity. We have no intention of selling and love what we do, but it got me thinking about what consolidation in the [...]
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 [...]
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 [...]
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 [...]
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 [...]
