Why Distrust May Inhibit Skyrocketing AI Adoption At IR Teams
AI usage among the whole IR function has jumped five-fold in three years. A radical shift, but one prone to security and data privacy concerns. As we have already seen, Nasdaq’s annual survey into the day-to-day lives of investor relations professionals has seen that 51% have embedded AI into their workflows. Largely these are to […]
Move Beyond the Corporate Page! LinkedIn’s Algorithm Prefers People Over Firms
Funds’ social strategies have leaned on posting only to corporate LinkedIn pages. Recent audience engagement trends prove why that’s dating fast. Social media analytics have always been a tough nut to crack for funds. Views, impressions and clicks can be seldom, while IRs and marketers would be pushing for direct-to-investor messages sparked by whatever content […]
Over Half of IRs Run Using AI, Which Could Be a Blessing And A Curse
Generative or agentic AI is not a headline for fund marketing’s proverbial tabloids anymore when it now dominates IR workflows. Nasdaq has been annually running its Global IR Issuer Pulse survey, and in Q4 2025, 700 corporate IR professionals answered. 51% of which (up from 30% in 2024) have embedded some form of AI into […]
Bulk-Sending Fund Emails? You May Face Gmail and Yahoo’s Compliance Crackdown
It is common practice for an investment manager to hit send once on an email to reach thousands of subscribers. But this could now be perilous. We have reported before on Gmail’s bulk-sender rules, as a response to the threat of bad bot traffic dominating the web as we know it. Mostly – and it’s […]
Funds Are Not Aware Their Investor’s Default Inboxes Are Swallowing More Marketing Emails
Global email deliverability rates are now a key metric for IR and marketers. As it turns out, the number of Outlook’s legitimate emails sitting in inboxes is trailing. According to the 2026 Email Deliverability Benchmark Report by Validity, 2025 saw trillions of inbox placement data points signalling that delivery success was on the up.Not that […]
Are Investor Email Comms Threatened By Gmail’s Spam-Complaint Rate Changes?
Changing email rules across providers is nothing new, albeit a recent ‘silent’ shift from Google can catch out unaware funds. With investor emails still so popular and bad bot traffic on the rise, the frontier of email deliverability is more of a Wild West than ever. To add insult to injury, Gmail went live with […]
The Facts Behind Why Financial Advisors Should Ditch Ad Spend for IM Referrals
When outsourcing is not reaping returns, a strategic switch-up often entails making ineffective quick marketing wins. But what if such changes were effective? This idea stems from a clear quantitative finding in AssetMark’s Impact of Outsourcing Study into 745 RIAs and independent broker-dealers across insurance channels: handing over a minimum of 20% of investment management […]
A Firm Has Failed to Disclose Minibond Commissions, A Red Flag to FCA-Regulated Fund Marketers
Fund disclosures are rocky ground for promotion-approval at funds, with recent FCA disciplinary action proving their continual compliance headache. Equity for Growth (Securities) Limited (EFG) has been found to approve financial promotions that relate to minibonds in an “unfair, unclear and misleading” manner under the UK’s “Section 21” in the Financial Services and Markets Act […]