Click to View a Blank Press Release Template
Are you in the investment, investment banking, financial planning, or stock brokerage industry and want to create a press release for your company, cause, or organization? You’re in the right place!
Investment Industry Press Release Info Center
This page contains
This sample is part of a larger
collection of press release examples from 20 different industries. Investment Industry Press Release Examples
Example #1: White paper release announcement
10 More Investment Industry Press Release Examples:
Financial planning firm launch
https://www.prnewswire.com/news-releases/investa-financial-planning-launches-in-bay-area-by-founder-andrew-kessler-cfp-mba-301778692.html
Financial trends survey release
https://www.prnewswire.com/news-releases/annual-investment-survey-reveals-financial-professionals-still-favor-proven-investment-vehicles-over-newer-trending-options-301839288.html
New investing platform announcement
https://www.prnewswire.com/news-releases/new-platform-now-offers-investors-full-transparency-on-backgrounds-of-nearly-1-million-financial-advisors–reps-301712332.html
Firm to support smaller financial advisors
https://www.prnewswire.com/news-releases/tifin-wealth-to-support-the-growth-of-smaller-financial-advisors-by-offering-its-personalized-investment-platform-to-napfa-aligned-advisors-at-no-cost-301821685.html
How to choose a financial advisor
https://www.prnewswire.com/news-releases/choosing-financial-advisor-during-and-after-the-pandemic-301343039.html
Investment bank closes financing deal
https://www.prnewswire.com/news-releases/cambridge-wilkinson-investment-bank-closes-60-million-non-dilutive-gp-financing-301839207.html
New investment banking boutique launch
https://www.prnewswire.com/news-releases/new-investment-banking-boutique-launches-to-focus-exclusively-on-the-property-technology-industry-301610309.html
New hire at investment bank
https://www.prnewswire.com/news-releases/banctrust–co-investment-bank-announces-the-appointments-of-andrew-w-martin-and-daniel-j-marx-as-independent-non-executive-directors-301582082.html
Close of investment fund
https://www.prnewswire.com/news-releases/insight-partners-announces-close-of-continuation-fund-ii-301828572.html
New fund announcement
https://www.prnewswire.com/news-releases/bpoc-establishes-a-425-million-continuation-fund-co-led-by-apollo-s3-blackstone-strategic-partners-and-five-arrows-301797584.html
The Investment Industry Marketers Guide to Writing and Distributing Press Releases
Resources to help you write an amazing press release and distribute it to the right people to get publicity for your company, cause, or announcement.
What to Write a Press Release About – Investment Banks, Mutual Funds and Other Non-Retail Investment Firms
Need ideas someone in the non-retail side of the investment industry could write a press release about? Here are 30 ideas to get you started:
- Introduction of a New Investment Tool: Announcement of a newly developed investment tool aimed at assisting investors in making informed decisions.
- Successful Mergers and Acquisitions: Sharing details about a recent successful M&A deal, showcasing the team’s expertise.
- Launch of an Investment Fund: Introducing a new investment fund, its strategies, target returns, and the management team’s experience.
- Strategic Corporate Restructuring: Announcing changes made to a company’s structure to maximize shareholder value and improve operational efficiency.
- Market Outlook and Analysis: Sharing insights into current market trends and future investment opportunities.
- Implementation of ESG Principles: Announcing the firm’s commitment to Environmental, Social, and Governance (ESG) principles in their investment strategy.
- Innovative Use of Fintech: Detailing the implementation of new fintech strategies to enhance services and boost operational efficiency.
- Appointment of Key Personnel: Sharing news about the appointment of a new high-level executive and their vision for the company’s future.
- Industry Awards and Recognitions: Celebrating recent awards or recognitions that enhance the firm’s reputation in the industry.
- Expansion Announcement: Announcing the opening of a new office or division, indicating growth and increased service capacity.
- New Partnership Announcement: Detailing a new strategic partnership that will enhance the firm’s services or reach.
- Release of Investment Research Report: Announcing the publication of a research report on a specific sector or trend in the investment industry.
- Assets Under Management Milestones: Celebrating milestones in assets under management, demonstrating growth and client trust.
- Promotion of Diversity and Inclusion: Detailing initiatives promoting diversity and inclusion within the organization.
- Hosting an Investment Seminar or Webinar: Announcing an upcoming seminar or webinar with insights on investment strategies.
- Enhancing Investor Services: Introducing new features or tools designed to improve investor experience and outcomes.
- Risk Management Strategies: Providing insights on new risk management strategies to protect investor interests.
- Business Sustainability Measures: Announcing measures to improve the firm’s sustainability, such as reducing its carbon footprint or enhancing energy efficiency.
- Capital Raising Success: Detailing the success of a recent capital raising round and its implications for the firm’s future.
- Regulatory Compliance Update: Sharing news about compliance with new regulations and continued commitment to ethical practices.
- Rebranding Announcement: Announcing a new brand identity, including the company’s refreshed mission and vision.
- Economic Impact Studies: Publishing a study showcasing the firm’s economic impact on the local or global economy.
- Performance Reports: Announcing quarterly or annual performance reports, emphasizing key successes and growth areas.
- Employee Training and Development Programs: Highlighting the firm’s commitment to the continual professional development of its employees.
- Philanthropic Donations: Announcing significant charitable contributions or initiatives the firm is sponsoring.
- Launch of an IPO: Announcing the launch of an initial public offering (IPO) and the prospects it presents for the company.
- Cross-Border Investments: Detailing the firm’s strategies and successes in managing cross-border investments and navigating global markets.
- Investment in Startups: Sharing the firm’s recent investments in promising startups and their potential impacts.
- Fintech Collaborations: Announcing collaborations with fintech companies to offer cutting-edge solutions to investors.
- Investment in Sustainable Industries: Highlighting the firm’s investments in industries that promote sustainability and environmental friendliness.
What to Write a Press Release About – Retail Investment Firms Like Financial Planners, Stock Brokers, etc.
Need ideas someone in the retail side of the investment industry could write a press release about? Here are 30 ideas to get you started:
- Introduction of a New Financial Planning Tool: Announcement of a new tool or software designed to help clients manage their financial plans more effectively.
- Launching a New Service: Introducing a new service tailored to the specific needs of individual investors, such as specialized retirement planning or estate planning.
- Tax Planning Updates: Sharing updates on tax laws and strategies to minimize tax liabilities and maximize returns for clients.
- Financial Literacy Program: Detailing a new program aimed at improving clients’ financial literacy and empowering them to make informed decisions.
- Appointment of Key Personnel: Announcement of the appointment of a new financial advisor or other key staff member, detailing their qualifications and experience.
- Client Success Strategies: Sharing investment plans tailored to specific types of clients showing how the firms planning can help them achieve their objectives.
- Free Initial Consultation Offer: Offering a limited-time opportunity for potential clients to receive a free initial financial consultation.
- Educational Webinars and Workshops: Announcing the schedule for upcoming webinars or workshops on topics such as investment basics, retirement planning, or tax strategies.
- Diversity and Inclusion Initiatives: Showcasing the firm’s commitment to diversity and inclusion within its client base and team.
- Updates on Regulatory Compliance: Announcing the firm’s compliance with new financial regulations to assure clients of its dedication to legality and ethics.
- Community Involvement and Philanthropy: Highlighting the firm’s involvement in community service or philanthropic efforts.
- Implementation of Advanced Technology: Detailing the adoption of new technology to improve client service, such as a client portal or automated robo-advisory service.
- Sustainable Investing Options: Announcing new services focused on sustainable, responsible, and impact investing.
- Team’s Professional Achievements: Highlighting the achievements of team members, such as advanced certifications or industry awards.
- Customer Service Enhancements: Introducing new features or services designed to improve the customer service experience.
- Partnership with Other Financial Institutions: Detailing a new partnership aimed at expanding the firm’s services or client benefits.
- Offering of New Investment Products: Announcing the availability of new investment products, such as exchange-traded funds (ETFs) or mutual funds.
- Risk Management Strategies: Sharing insights on the firm’s strategies for managing investment risk on behalf of clients.
- Insights on Market Trends: Providing analysis of recent market trends to keep clients informed and ready to make decisions.
- Business Expansion: Announcing the opening of a new branch or office to serve a wider geographical area.
- Improvement in Client Retention Rate: Highlighting increased client loyalty and trust as evidenced by improved retention rates.
- Introduction of a Referral Program: Launching a new referral program as a way to thank clients for their loyalty and recommendations.
- Financial Planning for Specialized Groups: Offering tailored financial planning services for specialized groups, such as millennials, women, veterans, etc.
- Study on Client Satisfaction: Releasing the results of a client satisfaction survey to demonstrate commitment to service improvement.
- Retirement Planning Seminar: Announcing a seminar focused on retirement planning and strategies.
- Holistic Financial Planning Approach: Introducing a holistic approach to financial planning that considers all aspects of a client’s financial life.
- College Savings Plans: Sharing information about 529 or other college savings plans to assist clients with education-related financial goals.
- Employee Training and Development: Highlighting the firm’s commitment to continuous learning and development for its employees.
- Real Estate Investment Advisory: Offering advisory services for clients interested in diversifying their investment portfolios with real estate.
Robo-advisory Service: Introducing a new robo-advisory service for automated, algorithm-driven financial planning with minimal human supervision.
How to Write a Press Release for Investment Industry Firms
-
Download this free Press Release Template
The first step in writing a press release is to set your press release up properly.
Get this press release template for Microsoft Word – it’s free!
Or, if you prefer, try this press release template for Google Docs – also free
-
-
Learn how to write frequently-written press release types:
-
Are you uncomfortable writing your own press release? We totally understand. That’s why we offer professional press release writing services for as little as $300. Learn more about our professional press release writing services here.
Distribute Your Press Release to the Right People
Even the best press release is useless unless the right people receive it! That’s our specialty – custom distributing press releases to the reporters, editors, bloggers, and influencers most likely to pick up and publish your press release, or even better, to write their own story about you. Learn more about our press release distribution services here.
Want more example press releases? I’m happy to help…
What Are You Announcing? Examples and Templates by Type of Press Release
- Launching a New Product
- Launching a Product Improvement
- An Event
- A Grand Opening
- Achievement of a Major Milestone
- Receipt of an Award or Recognition
- A New Hire or Promotion
- Dealing with a Crisis
- A Partnership With Another Organization
- An Acquisition or Merger
- Social Cause Activities
- Release of a New Book
- Political Campaign Activities
- Music-Related Announcement
- School/University Announcements
- Media, Network, and Local Station Announcements
- Nonprofit Announcements
- Announce an Art Exhibition
- Press Release for A Movie
Press Release Examples Across Several Industries
Finally, here are some tips and training to help you write an amazing press release:
Additional Press Release Resources
Get real ROI on your press release, plus save 30% on your first order.
