Our Advice? Stop Giving Advice

Conquer compliance bottlenecks [Part 1]: Stop giving advice

You worked hard on a fabulous piece of content. One that inspires, is share-worthy, and does an incredible job of showing how you, your product, service, or company can help the reader – your future customer.

But when you finally get it back from compliance, it’s bleeding in a sea of hot-pink comments, deletions, and suggestions, with no semblance of your original writing.

If you’re having a tough time getting financial content through the compliance bottleneck…

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Big news in regional banking: PNC announced Monday it will acquire Colorado-based FirstBank in a $4B deal, another sign that consolidation is accelerating.

At the same time, the proposed Pinnacle/Synovus merger may be the real bellwether for what’s ahead. In her latest piece, Jacqueline Gogel, Managing Director at Vested, explores how these deals highlight the pressures shaping regional banks.

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CMOs Enter the Multi-AI Search Era: AI platforms are reshaping discovery, pushing CMOs to win citations inside assistant answers while strengthening technical SEO, authority signals, and cross-team alignment.

Masterclass: AXIOS HQ > Smart Brevity Fundamentals
September 16, 12 PM EDT
Learn the proven Smart Brevity framework, including its research foundations, practical techniques, and the data behind this distinctive communication style.

NYC: Cocktails with Communicators – The Content Advantage in Rapid Response with Goldcast
September 18, 5-7 PM EDT
Join financial marketing and communications leaders in NYC for an evening of connection and conversation. Guest speakers Eugene Colter, Global Head of Corporate Communications, Managing Director at MSCI and Sue Yasav, Executive Director, Content Strategy, Global Payments & Liquidity at Wells Fargo, will explore how timely, compliant content helps organizations show up with clarity before, during, and after major news moments.

AI Search: The New Frontier of Brand Discovery
October 14, 11 AM EDT – This webinar will explore the dramatic shift from traditional SEO to AI-powered discovery, highlighting how large language models are now interpreting and surfacing brands. Get actionable strategies to improve visibility in AI search results, new measurement frameworks for success, and real-world case studies from brands taking effective action to drive traffic and growth.

Wealth Management Marketing: Most Effective Channels & Content
October 23, 10 AM EDT – This webinar shares new LinkedIn and Coalition Greenwich research on the most effective channels, messaging, and product content for investors from UHNW to mass market, moderated by Benedict Kingsmill, LinkedIn’s Financial Services Business Lead for EMEA and LATAM.

Our advice? Stop giving advice

Our advice? Stop giving advice

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