For RIAs: Is this good marketing? Better practice for fiduciaries?
Registered investment advisors, how much should you disclose when you use articles written by others? Is it okay to slap your name on articles largely written by others? What if those articles may also appear under the names of other advisors? Below is a question posed by one of my readers. Several DFA staff members […]
Guest post: “Subject Lines: Are you reading this?”
Kristin Harad writes irresistible, conversational email subject lines. I feel as if her emails are addressed to me, so I open them even when they’re part of a mass mailing. I’m delighted that Kristin shares her subject line secrets in her guest post. Subject Lines: Are you reading this? by Kristin Harad, CFP® When you […]
Resources for quarterly investment commentary writers
If you’re about to start writing your quarterly investment performance commentary, you may find the following resources useful. Four lessons from Wasatch Funds on reporting underperformance How to make one quarterly letter fit clients at different levels of sophistication Usage tips for portfolio performance commentary writers Quick check for writers, with an economic commentary example […]
How do you make Degas possessive?
I learned in high school English to form the possessive of a word ending in the letter s by adding only an apostrophe. According to this rule, the workers of Degas should become Degas’ workers. But times have changed. Today many people and organizations don’t observe the apostrophe-only rule. Not even The New York Times, […]
Make your writing easier with my fill-in-the-blanks approach for structuring articles
Smart financial professionals often struggle to convert their ideas into compelling prose, losing readers in the first paragraph. If this sounds like you, you can benefit from my fill-in-the-blanks approach to write your introductory paragraph and structure your article, blog post, or other writing. Step 1: Identify three keys to your article This approach depends […]