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Financial PromoterOur team will be in New York on 3–4 November, meeting financial services marketing and communications professionals for a series of in-person interviews. We are seeking genuine stories, perspectives and insights from people working at the forefront of financial services marketing and communications in the city. We are particularly interested in hearing what is happening inside financial services marketing right now: which campaigns are getting people talking; how brands are approaching brand, reputation and trust; how firms are changing the way they communicate with audiences; how teams are using AI and new technology; the challenges marketing leaders face; and the biggest opportunities for financial services brands over the next few years. We would particularly like to hear from senior marketing and communications professionals, as well as agencies working with financial services brands. 3–4 November | New York | In-person interviews If you have a story, campaign, perspective or area of expertise relevant to these topics, please get in touch to discuss an interview.

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Money LionI’m looking to speak with U.S.-based CFP professionals, financial advisors or investment researchers about a foundational decision someone can make with a few hundred dollars that may matter more than choosing a supposedly perfect investment. Please explain concepts in plain English and include your credentials. 1. If someone has $500 or less to invest, what decision matters more than finding the “right” stock or fund, and why? 2. How should a person decide whether that money belongs in an emergency fund, high-interest debt payoff, a retirement account or a taxable brokerage account? 3. What questions should they answer before investing any of it? 4. Why can choosing the right account type matter as much as, or more than, selecting a particular investment? 5. How do time horizon and risk tolerance change the decision? 6. What role does diversification play when the amount available to invest is relatively small? 7. Is it generally more important to begin investing consistently than to wait for the ideal entry point? Why or why not? 8. What mistakes do people make when they focus too intensely on picking winners with their first few hundred dollars? 9. Can you offer a simple hypothetical comparison between someone who makes a sound foundational choice and someone who chases the “right” investment? 10. Do you have anything more to add?

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money.itWe're writing a personal finance feature on cash left idle in a current account and the interest people missed by not moving it. We want specific, first-hand numbers and the story behind them. We're looking for: personal finance advisors, financial planners, savings and banking analysts, accountants who work with households, budgeting coaches, or journalists who cover personal finance, who can share their own case or a client's (anonymized). Please include in your answer: - your country, and the amount that sat idle and for how long - the rate your current account paid, and the rate you could have had at the time on a savings account, term deposit or government bond - the interest you missed, in your currency, and how you calculated it - what made you realize it, and what had held you back (inertia, fear, not knowing the options) - what you do today: where your emergency fund sits and how much of it you keep in the current account - the rule you adopted for money that does not need to be touched What we don't want: pitches from banks, brokers, robo advisors, savings apps or crypto platforms, investment or product recommendations, company treasury cases, and answers with no amounts.

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