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Archive for August 26th, 2026
Blog / Fund Marketing Intelligence
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Why Email Remains A Fund Manager’s Ultimate Engagement Tool
Email is a non-negotiable asset to a fund marketer’s toolkit. Treating it as a cheap throwaway platform can have poor […]
Fund Marketing Intelligence
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RIAs Spend Just 5% of Their Budget on Marketing, While Client Bases Age Toward the Exit
RIAs are currently facing a dual-pronged problem: under-resourced marketing operations and changing demographic customer bases. From a Cerulli Associates report, […]
Fund Marketing Intelligence
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Open Rates Are Climbing, But Fund Marketers Should Stop Trusting Them
Investor intent cannot be discerned from email open rates alone. Still, that metric is often highly lauded by marketers at […]
Fund Marketing Intelligence
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The Typical RIA Added One Client in 2025, And Testimonial Use Doubles the Growth Rate
A deep-dive into the SEC’s annual Form ADV filings show two results pertinent to wider fund marketing teams competing for […]
Fund Marketing Intelligence
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Buy-Side Investors Managing $6.7 Trillion Say IR Teams Are Chasing the Wrong Metric
The older techniques hedge funds and asset managers used to hook investors have been called into question, as found in […]
Fund Marketing Intelligence
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Asset Managers Are Turning Into Distribution-Led Organisations as Performance Stops Being the Differentiator
The age-old investment performance USP asset managers once relied on is being overturned. That may have been a mutual industry-wide […]