Case Study #1: Charles Schwab
Client: Charles Schwab
Duration: 18 months
Content Types: Articles, courses, video scripts, illustrations
Outcome: Full compliance approval and brand migration
Summary: When Schwab acquired TD Ameritrade, it inherited a content library that needed more than editing. It needed someone who understood what the content actually meant.
Challenge
When Charles Schwab acquired TD Ameritrade, they inherited a massive library of educational content — video courses, articles, and advanced options and futures materials built around the thinkorswim platform. The content had real value. But it came with real problems.
Much of it reflected TD Ameritrade’s brand identity, not Schwab’s. Key employees who had written or appeared in the original material were no longer with the firm. And every piece of content — every script, every article, every course module — required compliance review before it could be republished under the Schwab name.
Schwab needed someone who could evaluate the financial accuracy of complex derivatives content, rewrite it to Schwab’s standards, coordinate with designers and illustrators across multiple teams, and navigate the compliance process without slowing everything down.
Solution
Working embedded with Schwab’s internal team over 18 months, I served as the subject matter hub connecting content, design, and compliance.
On the editorial side, I rewrote video scripts, updated educational articles, and reviewed online courses for factual accuracy — modernizing outdated material while preserving the instructional depth that made the original content valuable.
On the production side, I collaborated directly with the design and illustration team to ensure visuals met Schwab’s brand guidelines. This was more nuanced than it sounds. Compliance requirements extended to imagery — a piggy bank that cleared review at TD Ameritrade, for example, didn’t meet Schwab’s standards, and reminding illustrators about specific visual restrictions became a recurring part of the workflow. Getting the words right wasn’t enough. Every element on the page had to be clear.
On the compliance side, I acted as the primary liaison between the content team and reviewers holding Series 24 and Series 4 licenses.
Because I understood the underlying financial concepts, I could resolve substantive review comments directly rather than routing questions back through a chain of people who couldn’t answer them. That kept approvals moving.
Result
The project surfaced numerous factual errors and brand inconsistencies across the inherited library — risks to Schwab’s credibility that would have reached clients if the content had been republished without expert review.
By the end of the engagement, the full content library had been rewritten, rebranded, and cleared through compliance. Schwab retained the educational depth of TD Ameritrade’s thinkorswim materials while delivering them under a single, consistent brand voice that met their regulatory standards.
Takeaway
Large-scale content migrations require more than editing. They require someone who understands what the content means, how compliance evaluates it, and how to keep a multi-team production process moving without introducing risk. That’s what Recast Financial was built to do.
Case Study #2: Robinhood
Client: Robinhood
Duration: 5 months
Content Types: Articles, video scripts, conference presentations
Outcome: Full compliance approval for new product launches
Summary: When Robinhood was preparing to offer index options and futures products on their desktop and mobile trading platforms, they needed help building out educational and marketing materials ahead of the product launches.
Challenge
When Robinhood prepared to launch index options and futures trading, they faced a content gap that their internal team didn’t have bandwidth to close. Subject-matter experts were consumed by product development and launch logistics. The Learn center had solid foundational content on stocks and equity options — but index derivatives are a different animal.
Investors needed to understand why a cash-settled index option behaves differently from a physically settled equity option. Why index futures aren’t just a scaled-up version of stock trading. What the specific risks, mechanics, and terminology meant for someone encountering these products for the first time on a retail platform.
That kind of content requires someone who already understands the material deeply enough to explain it simply — and who can produce it accurately, compliantly, and quickly.
Solution
Recast Financial founder Fred Ruffy partnered with Robinhood on a five-month engagement, working across content, design, compliance, and marketing teams to build the educational foundation for the product launch.
On the content side, I wrote and edited educational articles, online course materials, and video scripts covering index options and futures from the ground up — translating complex derivatives mechanics into clear, accessible language without sacrificing accuracy.
On the production side, I collaborated with Robinhood’s design team to develop visuals for explainer videos, ensuring the conceptual explanations and the supporting graphics told a consistent story.
On the compliance and coordination side, I managed iterative feedback across teams using Red Oak and Slack, keeping the review process moving efficiently against a fixed launch deadline. I also prepared scripts, articles, and presentation materials that supported Robinhood’s public unveiling of the new trading capabilities.
Result
The five-month engagement produced two complete article series — one on index options, one on index futures — along with video content and presentation-ready launch materials.
Robinhood entered the market with an educational foundation that was accurate, compliant, and genuinely useful to retail investors encountering these products for the first time.
The launch event landed with content that was ready. That doesn’t happen by accident on a tight timeline with complex subject matter.
Takeaway
Product launches in regulated markets create a specific kind of content pressure — high stakes, hard deadlines, and subject matter that can’t be simplified without being distorted. Recast Financial exists for exactly that situation: bringing the derivatives expertise, editorial skill, and compliance fluency that lets a team focus on the launch while the content gets done right.
Case Study #3: Mercer Advisors
Client: Mercer Advisors
Duration: 24 months
Content Types: Thought leadership, market commentary
Outcome: Published weekly content on personal finance topics
Summary: Mercer Advisors has financial advisors, estate planners, and attorneys with substantial subject matter knowledge. The goal was consistent publishing of their insights without losing meaning.
Challenge
Mercer Advisors had no shortage of expertise. Their financial advisors understood sophisticated wealth management strategies at a level most clients would never need to match. The problem was translation.
Advisor-authored content tended to land too far into the technical end — precise and accurate, but not always accessible to the high-net-worth and ultra-high-net-worth investors it was meant to serve. Consistency across contributors was uneven. And compliance alignment wasn’t always built into the drafting process, which created friction downstream.
The firm needed content that could do two jobs simultaneously: keep advisors informed and equipped, and give clients the clear, practical guidance they expected from a firm managing their wealth. Finding a content partner who could serve both audiences without dumbing down for one or over-complicating for the other was the real challenge.
Solution
Working closely with Mercer’s managing editor and social media manager, I became the editorial layer between the advisors who generated the ideas and the audiences who needed to receive them clearly.
For advisor-authored content, I edited commentary and analysis to preserve the underlying expertise while making it genuinely readable for a retail audience — a process that required understanding the material well enough to know what could be simplified and what couldn’t be touched without losing meaning.
Beyond editing, I developed original articles on timely topics including cybersecurity, tax planning, and financial literacy — expanding Mercer’s content breadth in areas where advisor expertise was strong but bandwidth to write was limited.
Throughout, compliance alignment was built into the editorial process rather than treated as a final hurdle, which kept the review cycle efficient and the content calendar moving.
Result
The engagement produced a consistent stream of dual-purpose content that circulated widely among Mercer’s advisor network internally while reaching clients directly through advisor communications. Content that had previously required significant back-and-forth to reach compliance approval moved through the process more smoothly, and advisors had a reliable editorial partner they could hand raw thinking to and trust would come back polished.
Mercer strengthened its position as a firm that communicates with clients as clearly as it manages their money.
Takeaway
Wealth management firms sit on more content potential than they typically realize. Advisors have genuine expertise and timely perspectives — what they often lack is the editorial infrastructure to turn that thinking into something clients can act on and compliance can approve. Recast Financial fills that gap, without replacing the expertise that makes the content worth producing in the first place.