RIAs taking PPP loans face reputation scrutiny: Is that fair?

RIAs taking PPP loans face reputation scrutiny: Is that fair?

Each day, news trickles out about another mid- to large-sized RIA firm that applied for and accepted a loan as part of the Paycheck Protection Program (PPP) backed by the Small Business Administration. In some reports, the news is passed along in a scandalous tone;...
Sorry (not sorry): The Astros have a billion-dollar PR problem

Sorry (not sorry): The Astros have a billion-dollar PR problem

You run a billion-dollar business. You are the owner of a sports franchise that happens to sit among the top five teams in Major League Baseball, America’s pastime. You have all the resources in the world to bolster your brand image when opportunity allows and to...
The Fintech Fix: Inside the Orion & Asset-Map collaboration

The Fintech Fix: Inside the Orion & Asset-Map collaboration

In this latest installment of The Fintech Fix, Gregory FCA checks in with Orion’s Head of Partner Integrations Jeff Kliewer and Asset-Map’s Founder H. Adam Holt. The two firms recently integrated, allowing Orion users more fluid access to technology assisting the...
The branding fallacy: How financial firms get it wrong

The branding fallacy: How financial firms get it wrong

Running a fast-growing PR firm that services clients across the technology, financial services, health care and real estate industries has enabled me to see up close how businesses of different size, scope and target audience approach their marketing efforts....