Wealth Management PR in an Uncertain Regulatory Environment

Posted in on - July 25, 2017

With the Department of Labor’s fiduciary rule in transition, the wealth management industry is abuzz with questions about what its future will hold. In a May Wall Street Journal op-ed, Labor Department Secretary Alexander Acosta announced that the rule would take effect on June 9th, but that it “may not align with President Trump’s deregulatory […]

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“Millennial Media” is a Misnomer – It’s Just Media

Posted in on - February 8, 2017

By now, anyone who hasn’t been sleeping under the proverbial rock is familiar with the urgent push by businesses to reach that mysterious, under-covered, hard-to-define age demographic. I’m referring, of course, to millennials, generally accepted to be those individuals born between 1981 and 1997, who have become priority #1 for companies seeking to gain new […]

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Post Proxy Fight, Activist Investors Still Need To Communicate Their Long-Term Value

Posted in on - January 3, 2017

Activist investors just wrapped up another record year shaking up companies across the globe. But as anyone in professional sports will tell you, with success comes the spotlight, and criticism of activist investors has ratcheted up and begun creeping into the mainstream. In November, The Atlantic Monthly ran a lengthy article with the headline: Can […]

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Automation in Financial Services: Efficiency Booster or Job Destroyer?

Posted in on - February 24, 2016

As a close follower of financial news, I’ve noticed that robo-advisers—algorithm-based online portfolio management services—continue to be a hot topic. While the debate over the eventual dominance, or lack thereof, of robo-advisers is unlikely to relent, there is one point of contention that is often overblown by the media: will robo-advisers actually disrupt and replace […]

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Some Musings on Campaign Coverage

Posted in on - February 9, 2016

Fifteen years have passed since I was a young reporter in South Carolina covering the race for the Republican presidential nomination. So much has changed since those early days, early days for me anyway. There wasn’t yet any social media nor widespread use of smart phones. 9/11 had not occurred, and we couldn’t even begin […]

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Professional Services & Media: An Opportunity to Shine

Posted in on - February 2, 2016

It’s no secret that those investment professionals making decisions on whether to “buy or sell” aren’t always so eager to speak to the media. Compliance departments, clients, and even competitors keep a close eye on what a professional might say—or not say—regarding their investment strategies. In a volatile market environment where confidence is at a premium, […]

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Generating Increased Personal Finance Publicity Even as Newsrooms Shrink Staff

Posted in on - January 6, 2016

Financial PR practitioners are seeing a troubling trend: consolidation in the media outlets and reporters that cover personal finance. And there’s no sign of that trend reversing. Citing a media environment that’s changing at a “dizzying pace,” Wall Street Journal editor Gerard Baker announced in June that the paper would significantly scale back its personal finance editorial […]

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Mother Nature’s PR

Posted in , on - February 4, 2015

You may have heard, it snowed in New York this week. And last week. And it might snow again on Thursday or through the weekend. Or maybe not. It seems like we have a potential snowmaggedon or snowpocalypse several times a month. The media loves a good power storm. Great visuals. School closings to report. […]

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