Northern Trust’s plain English ad
I like this plain English ad from Northern Trust, which I found in The Wall Street Journal on August 23, 2011, on p. B1. What about you? What about this ad appeals to you?
Reader challenge: Risk management rewrite
It’s time for a reader challenge. How would YOU rewrite the sentence below to make it more compelling and yet stay within compliance guidelines? Portfolio are managed using the latest risk management techniques. I’m looking forward to reading your suggestions!
YOU pick the winner: Most reassuring title for investors
Different folks find different titles reassuring amid the stock market’s ups and downs. This is what I’ve gathered from my call for “Article titles that reassure investors.” My readers, including connections on LinkedIn, Twitter, and Facebook, and I have submitted the titles you’ll find below. They are listed in alphabetical order. Please vote for your […]
The CFA Institute made me do it: A social media tale
I didn’t want to do it. I didn’t want to develop a business presence on Facebook. LinkedIn, Twitter, and my blog kept me busy enough. But then I heard that the CFA Institute had way more followers on Facebook than LinkedIn. How many? I forget the numbers I heard at the institute’s 2010 annual conference, […]
Guest Post: “Math and the Gender Gap: Does it affect financial planning?”
My friend Laura Laing has written a book that demystifies math. She also writes an entertaining blog about math. I’m delighted to share her guest post about women, math, and financial planning. If you’ve ever encountered math anxiety among your clients, Laura and I would like to hear about how you tackled it. Math and […]