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Sending (Private) Client Newsletters: How Advisors Can Do It Effectively To Reinforce Value

Nerd's Eye View

In this guest post, Ashby Daniels, a financial advisor with Shorebridge Wealth Management and creator of Money Visuals, discusses how a 'private' email newsletter can help reinforce the value that advisors provide in a way that can be scaled across an entire client base.

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Peak Substack?

Barry Ritholtz

I get too many emails. So much so that I had to set up separate email addresses for things like subscriptions, etc. It recently got worse: I have noticed how many of my subscription emails in the inbox (see above) are now Substacks. I don’t need MORE information, analysis and newsletters rather, I want BETTER content.

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The Essentials: Managing Projects

CFO News Room

Resources: Sign up for the Women at Work newsletter. Email us: womenatwork@hbr.org. A complete transcript of this episode will be available by January 23. Source link.

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Weekend Reading For Financial Planners (September 30-October 1)

Nerd's Eye View

Also in industry news this week: After experiencing a downturn over the past few quarters, RIA M&A activity ticked higher in the 3rd quarter amid continued interest from sellers and increasing costs for internal succession A recent study shows that housing-related costs are more likely than healthcare spending to cause unexpected spending shocks (..)

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The Elizabeth Holmes Trial: Closing Arguments Begin

CFO News Room

In the trial of Elizabeth Holmes, prosecutors have shown texts, emails and audio clips portraying her in her own words. Newsletter Sign-up. WSJ’s Shelby Holliday asked Sara Randazzo about key pieces of evidence and what to expect. Photo: Nick Otto/AFP/Getty Images. Attorneys for Ms. Lance Wade. Failure is not a crime,” he said Sept.

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UK Watchdog Investigates Klarna Over Email Fiasco

PYMNTS

Information Commissioner's Office ( ICO ) is launching a probe against Sweden’s buy now, pay later (BNPL) startup Klarna over complaints about a recent email marketing campaign, according to a Thursday (Oct. Soon after the first email was sent, people said they got a second email stating the first was sent by mistake.

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Ex eBay Execs Admit To Cyberstalking Plot

PYMNTS

In June, six former eBay employees were charged with cyberstalking a Massachusetts couple who publish a newsletter that company executives viewed as critical of the California-based eCommerce corporation. Calls and emails to the six defendants’ attorney were not returned, the news outlet reported.