Section G · Insights
Notes from the deskInsights
What we are learning about publishing for regulated industries. Edited to the same standard as client work.
- Compliance
What the SEC Marketing Rule changed about advisor newsletters
Performance, testimonials and the review record: a working editor’s checklist.
- Craft
Why reported stories outperform “ultimate guides” for B2B finance buyers
A news peg, a named source and a number nobody else has.
- Research
How we fact-check a survey before a single chart is drawn
Sample checks, question wording and margin-of-error flags.
- Ethics
Ghostwriting for executives: who is accountable for the byline
Disclosure, approval and the contract clause we insist on.
- Compliance
Crypto platforms and risk disclosures: what our editors check
Yield language, registration claims and state rules.
- Craft
Writing market commentary when the market has nothing to say
Quiet months are for explaining, not predicting.