Financial skies may have seemed bright in 2017, but now is the time to start talking to clients about their “rainy day” fund. It may seem counterintuitive to talk doom and gloom after a year in which U.S. markets have closed at record highs more than 50 times. Wouldn’t this be the time to tout gains? But as a savvy advisor, you know it’s when clients are feeling the most confident to remind them that the good times won’t last, and their investments may not always be so bullish.
Millennials. You have likely heard a lot about them at this point, some of it myth, some of it truth. They have been the subject of pages and pages of market research. If you are in the wealth management industry, you know they represent a cohort that is essential for the future of your business. Not only are they set to inherit vast sums of wealth, but they also have enormous earnings potential, which could grow to as much as $32 trillion by 2030, almost double what it is today.
Studies have shown that companies with greater gender diversity in both the boardroom and C-suite tend to enjoy higher returns. Yet firms still have work to do to achieve parity between women and men on boards. One untapped resource to narrow the gap: Appealing to investors who are interested in promoting diversity, to allocate more of their private wealth to companies with successful diversity initiatives. If gender equality is to be achieved, it will need a lot more support — and investment.
Muck Rack makes it simple to find people, tweets, or articles that mention any name, keyword, company, hashtag etc. We've compiled this guide to help you make the most of your search.
Selecting a term
Start searching tweets, articles from media outlets, articles mentioned in tweets, journalists'
names, titles and bios with some suggested searches:
Companies or Topics (e.g. iPhone, Microsoft)
Phrases (e.g. "cloud computing") — use quotes to keep the terms together
Twitter handles (e.g. @username) — returns those who have mentioned or replied to
Names (e.g. "David Pogue")
Hashtags (e.g. #sxsw, #london2012)
Bio details (e.g. vegan, Olympics, father)
Muck Rack's Advanced Search allows for many boolean operators.
Find results that mention multiple specified terms, use AND or
+. For example, ensure each result contains both Elon Musk and Mark Zuckerberg by
searching Musk AND Zuckerberg or Musk + Zuckerberg.
Use the operators OR or , to broaden your search when you'd like either of
multiple terms to appear in results. (This is the default behavior of our search when no operators
are used). For example, results will contain either cake or cookie by searching cake OR cookie or cake,cookie
Use NOT or - to subtract results from your search. For
example, searching Disney will yield results about the Walt Disney Company as well as Walt Disney
World Resort. To exclude mentions of Disney World, search for Disney -World or Disney
When using one of these operators with a phrase, enclose it in quotation marks. For example, you can
find results about smartphones excluding Apple's iPhone 4S by searching smartphone -"iPhone
Exact case matching or punctuation
If you're searching for a brand name or keyword that relies on specific punctuation marks or capitalization, you can
find results that match your exact query by adding matchcase: before the keyword you're searching for, like matchcase:E*TRADE .
Use parentheses to separate multiple
boolean phrases. For example, to find journalists talking about having fun in Disney World or
Disneyland, search for ("disney world" OR disneyland) AND fun.
An asterisk can be used to search for any variation of a root word truncated by the asterisk. For example, searching for admin* will return results for administrator, administration, administer, administered, etc.
A near operator is an AND operator where you can control the distance between the words. You can vary the distance the near operation uses by adding a forward slash and number (between 0-99) such as strawberries NEAR/10 "whipped cream", which means the strawberries must exist within 10 words of "whipped cream".