by Mark Grandstaff | Apr 18, 2023 | Content Marketing, ESG, ETFs, Financial Services
The theme for Earth Day 2023, “Invest in Our Planet,” comes at a challenging time for sustainable investing. The ESG movement is facing significant political pressure, while market turmoil and the recent banking crisis have limited funding to climate startups. ...
by Mark Grandstaff | Mar 24, 2023 | Financial Services, Public Relations, Social/Digital Marketing
Although I don’t like to make broad predictions about life, if I had to, I’d probably tell you that I’ll spend the rest of my working days in agency PR. What makes me so sure? No matter your industry, very few jobs offer the opportunity of a front-row seat to a...
by Mark Grandstaff | Mar 3, 2023 | Conferences & Events, ETFs, Financial Services, Public Relations
The timing of 2023 Exchange: An ETF Experience last month could not have been more appropriate as the industry just celebrated the 30-year anniversary of the first ETF (SPDR S&P 500 ETF Trust) on Jan. 22. The three-day Exchange event in Miami Beach brought...
by Josh Lusk | Feb 28, 2023 | Financial Services, Public Relations, RIAs
The past 15-plus years of easy monetary policy provided cheap capital and created fertile ground for M&A activity in the advisory industry. This environment drove a consolidation trend, providing a path forward for advisors who sought to exit businesses, while...
by Mark Grandstaff | Nov 30, 2022 | Conferences & Events, Content Marketing, Financial Services, Public Relations, Social/Digital Marketing
At Schwab IMPACT in Denver earlier this month, thousands of financial advisers congregated to learn about the future of the industry and best practices through seminars, panels, and networking events among esteemed peers. One of the most impactful sessions delved into...