3 key themes to take away from this year’s EBI conference

3 key themes to take away from this year’s EBI conference

Held in beautiful Dana Point, California, the Evidence-Based Investing (EBI) Conference once again drew in financial professionals from across the county. The conference, presented by IMN and Ritholtz Wealth Management, welcomed financial advisors, ETF issuers,...
4 bad PR habits your financial services firm needs to break now

4 bad PR habits your financial services firm needs to break now

You can see it now. You’re on the cover of The New York Times. You’re wanted for tomorrow’s special CNBC program. The phones are ringing off the hook from reporters who want your take on the latest industry news. It’s not a far-fetched dream, but it takes work to get...
Lessons learned from being raised in a family business

Lessons learned from being raised in a family business

I rented my first room at age six. I recited our room options (single, double, suite, efficiency), negotiated a price and had the customer fill out a registration card. The only part that stumped me was calculating the tax (ironic, as I later graduated with an...
8 media topics that never fail for financial advisers

8 media topics that never fail for financial advisers

Whether you’re a seasoned media veteran or just starting to engage reporters, you’ve probably realized that even in a 24/7 news cycle, patterns can start to emerge. Stories tapping into seasonal events, holidays or financial milestones that resonate with readers’...