A Shout-out to ETF Marketing, Sales Teams at the 30-year Mark

The SPDR S&P 500 ETF (SPY) celebrated its 30th anniversary this week, and everybody who’s anybody has weighed in with fascinating reminiscences about how the idea set what had been a complacent mutual fund business on fire. More than the anniversary of a single product, Jan. 22, 1993, was the start of an industry that’s grown from SPY’s original [...]

By |2023-01-27T11:06:42-06:0001/27/2023|

From intern to comms leader at one organization—How Baird’s Angela Pittman Taylor built her career

Tell us a little about your early life/education? I earned an undergraduate degree in Communications/Journalism and Spanish from University of Wisconsin-Eau Claire. I then earned an M.A. in Mass Communication from the University of Wisconsin-Milwaukee. During my time at school, I was a campus tour guide, Black Student Association president, a tutor, and more. I learned many of the soft skills [...]

By |2023-01-14T11:10:10-06:0001/10/2023|

How clients participated in the year’s biggest financial headlines

We always encourage clients to “use the news to get in the news,” and 2022 had no shortage of headlines that provided opportunities to showcase their expertise. A few headlines in particular gave ample opportunity to chime in. Here are a few ways our financial services clients participated in the year’s biggest financial headlines. Inflation takes hold - Throughout the [...]

By |2022-12-27T15:47:21-06:0012/15/2022|

Considerations for Tweeting in a Time of Twitter Turmoil

Everyone’s talking about Elon Musk’s Twitter takeover, but do you know what that means for your firm’s account? Without commenting on Musk’s business strategy, his bold actions, such as changes in verification process including the Twitter Blue launch and an overhaul of moderation policies, have caused many of our clients to wonder what a Musk-led Twitter might mean. As you [...]

By |2022-11-30T17:07:57-06:0011/30/2022|

Bottom-up stock pickers – You, too, can tell your story to a media focused on today’s top performers

I’m a bottom-up manager and I don’t have a ‘big picture’ view.”  “We don’t make bets on sectors. We build our portfolios stock by stock.”  “The economic outlook doesn’t matter. We are focused on long-term company fundamentals.”  Admirable. But this can be tough for your media relations team as they try to get you interviewed in the media. The truth [...]

By |2022-11-15T23:07:45-06:0011/15/2022|

Meet the Team: An Interview with Greg Joslyn

Tell us about your academic background  A broad liberal arts program at the University of Texas called Plan II—so broad that there was a running joke on campus—“I haven’t chosen a major, but I Plan II.” My concentration was history and for my senior thesis, I used census data to track immigration patterns in 19th century Texas. This prepared me [...]

By |2022-09-21T11:10:30-06:0009/16/2022|

An interview with Tracey Gordon, one of the leading financial communication specialists

Tell us about your academic background I earned my Economics degree in England and communications graduate degree from Boston University. How did you land your first gig in financial PR? I met the head of Fidelity’s PR department, and he asked me to interview for the national media relations position. He was an Anglophile, so I think that helped, but during [...]

By |2022-08-09T09:28:08-06:0008/09/2022|
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