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Articles tagged "FiComm"


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Jason Lahita: I'm not going to enter into a client relationship if I don't feel a connection and if there isn't a fit.

Known for his high 'emotional quotient,' Jason Lahita rides solo, again, as a PR guru; this time, he's selective and looking for a few good non-robots

The Los Angeles RIA PR pro is launching a company called StreetCred from a backyard outbuilding with a mindset of finding clients who click with him

September 16, 2020 at 6:00 PM

Betterment has gone from placards atop NYC cabs to fusion with Uber's ubiquitous mobile app.

Betterment wins Uber account from under the nose of its Silicon Valley robo-rivals

The New York robo-advisor won the mega de facto pension plan of the San Francisco-based hail-a-ride app maker

August 24, 2016 at 1:05 PM

Michael Kitces: By definition, you’re answering questions for free from people who would rather type their questions into Google or a free site rather than pay someone.

Michael Kitces blasts Investopedia for squeezing free advice out of RIAs and the advice super-site responds

The industry blogger says the routing of web traffic and its monetization works for the publication, not fo advisor practices

April 1, 2016 at 4:23 PM

Jason Lahita: I remember hesitating, dancing in place as I considered the threat, in the span of seconds.

What I experienced as a passenger in LAX when the bullets started to fly

The reality sunk in more as I stood with a TSA agent with blood on his ankle

November 2, 2013 at 7:01 AM

Josh Brown -- right -- with partner Barry Ritholtz: Our message of simplifying your portfolio, passive investing, and putting the bulk of assets in index funds gets a little fuzzy when on the other side of the wall they're pitching hedge funds.

Mystery solved: Josh Brown and Barry Ritholtz start RIA -- or is that actually where the intrigue begins

After a couple of years of 24/7 tweeting and blogging, the duo is poised to scoop up talent on the cheap, keep it simple and dare to offend but experts say they also need to avoid 'talking heads' syndrome

October 11, 2013 at 6:19 PM

Adam Birenbaum: Someone will emerge from the RIA space to be the size and scale to compete with the largest wirehouses -- so why not us?

How a $20-billion RIA is buying its 'Microsoft' marketing agency as the engine for propulsion to $100-billion

Adam Birenbaum is betting on David Levin to be his J. Pierrepont Finch but to succeed by really trying

October 10, 2013 at 5:19 AM

Jason Lahita: Words like "egregious," "sloppiness," and "stupid" were used ... by Jamie Dimon.

How JPMorgan's PR mojo downgraded a $3-billion PR typhoon to a five-day squall

Availability, self-criticism and starting from a position of credibility all helped short-circuit the relentless media laser

May 23, 2012 at 3:01 AM

Jason Lahita: Would [The New York Times] have published [the op-ed] four years ago? I doubt it.

Opinion: How Goldman Sachs exposed its jaw to a massive PR blow from The New York Times' op-ed page

The investment banking giant showed reporters little respect for years, and bringing on a new communications chief came a little too late

March 19, 2012 at 4:37 PM

Mark Matson: It has the opportunity to be a very controversial show.

RIA/advisor coach Mark Matson invests half a million in a public television special

Matson is using the TV show, his book and personal appearances to spread his investment-strategy gospel

January 30, 2012 at 6:59 PM

Bill Gross is every PR person's fantasy client according to Cognito's Jason Lahita.

The Grossian formula for PR: Why Bill’s press is good press, even when it’s bad

You too can reach the PR mountaintop and weather bad press by following Gross' example -- here's how

January 11, 2012 at 4:01 AM

Jason Lahita: Even Netflix's CEO has not given up, and he's endured one of the worst PR and marketing debacles I've ever seen.

Your public relations horror story: It's not as grim as you think

News cycles are fleeting so pick your battles wisely

November 1, 2011 at 3:43 AM

Jason Lahita:  It is similar to going to court - sure, you can represent yourself but above a certain level you'll probably be outmatched and under-prepared for the experience.

Advisors should go all-in to make PR worthwhile – otherwise, steer clear

Becoming a journalistic source takes planning, time, commitment and an enjoyment of the process

August 3, 2011 at 5:59 AM

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