What do Tiger Woods, Bobby Ewing and tube tops have in common? They were all written off and made remarkable comebacks. We think the humble fund commentary deserves its place in this parade of ‘rags to riches’ stories. You don’t think it’s possible? Our two-word...
This is just one story of how we transformed the professional and personal lives of an investment writing team. The names have been changed to respect privacy but, otherwise, it’s a true story that shows the need for flexible support for investment writing...
If you work in financial marketing, you really should be best buddies with the people in compliance. Both departments have the same goal: to create literature that will promote the business, engage the customer, sell the product and comply with strict guidelines. So...
Requests for proposals (RFPs) are crucial for any investment business. Although you might win clients by reputation or through longstanding relationships, responding to an RFP is an opportunity to enhance your reputation and begin new relationships – and, of course,...
Research shows that 8 out of 10 people will read the headline copy in a blog. But only 2 in 10 will click through and read the article. Headlines matter. For investment marketers, they should be up there on the Hierarchy of Needs alongside food, water, battery life...
Way back in the blissfully optimistic mid-1990s, Bill Gates published an influential article on Microsoft’s website called “Content is King.” The piece argued that content—even more than products or services—would become the most important aspect of the web. In...
