Why haven’t we heard more about sexual harassment in the wealth management industry? Amid countless, heart-wrenching accounts about the personal anguish and professional setbacks caused by unwelcome sexual behavior in the entertainment, media and manufacturing industries, I’ve been asking men and women in financial services this question.
Busy doesn’t quite sum up Jamie Price’s first year as CEO of Advisor Group. Among his many challenges, the firm, which split off from AIG in 2016, had the herculean task of readying its network of independent broker-dealers for the first phase of the Department of Labor’s controversial fiduciary rule. Advisor Group also introduced flat fees for its advisory and brokerage platforms and launched a low-minimum advisory account for clients called Genesis Direct. The new year will not bring respite.
There’s been a flurry of RIA acquisitions over the past year, and the trend shows little sign of slowing. Between 10 to 20 qualified buyers are lined up for every seller currently, according to industry estimates, and RIAs are willing partners. What’s behind the M&A frenzy? From the seller’s perspective, consider the rapid shifts in the technology and regulatory landscape, Matt Straut, head of Oppenhimer Funds’ RIA group, told me at Schwab’s Impact conference in November.
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".