Archive for September 2nd, 2026

Fund Marketing Intelligence

Hedge Fund Allocation Appetite Hits Multi-Year High, But Managers Convert Just 5% of Investor Meetings

A Barclays survey finds that investors are diversifying with low-beta strategies, albeit only a small patch of managers receive any […]

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Fund Marketing Intelligence

FINRA Could Scrap Pre-Approval for Most Retail Communications. The Comment Window Closes Soon

September 11 heralds closing-time for any industry comments on FINRA’s Rule 2210 overhaul, changing the nature of risk-based approvals for […]

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Fund Marketing Intelligence

FCA Warns Listed Issuers That Your Regulatory News Feed Is Not a Marketing Channel

Any marketers using overblown language will be feeling the heat from the FCA, with the regulator drawing a clearer line […]

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Fund Marketing Intelligence

SEC Sweeps Up 38 Fake “Advisers” Marketing Themselves to Retail Investors

38 allegedly false entities found in Colorado highlights how easily advisers can manipulate certifications to infiltrate the SEC’s filing system. […]

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Fund Marketing Intelligence

FCA Research: Young Investors Now Trust AI Chatbots More Than Ads, TV or Influencers

As the next step in the analogue vs digital debate that has rocked due diligence for years, the rise of […]

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Fund Marketing Intelligence

75% of Advisors Say Content Sways Investment Decisions, But Their Preferred Channel Depends on Their Business Model

Can thought leadership directly lead an advisor to invest? It’s a crucial question demanding a hard number, which has recently […]

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Fund Marketing Intelligence

Academic Research Puts a Number on Being Out of Step With the Crowd: 5% a Year for Hedge Funds

While narrative-chasing might follow allocators’ expectations, a recent study proves a lot of credibility can be found in hedge funds’ […]

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Fund Marketing Intelligence

LinkedIn’s New Algorithm Just Cut Company Page Reach by Up to 66%. Here’s What It Means for Fund Marketers

An AI ranking model has slipped under the radar, changing which posts show up on investor feeds, and highlighting three […]

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Fund Marketing Intelligence

LinkedIn Reach Is Up, But Just 13% of Executives Are Capturing Impressions Properly

Posting from personal profiles is a highly-valued strategy for investor engagement, where one LinkedIn study gives more food for thought […]

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How to fix it [deliverability] before year-end reports and updates

This video provides tips on addressing email deliverability issues and preventing emails from being marked as spam. Key recommendations include correctly […]

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Why fund emails are getting flagged as spam or undeliverable

This video discusses technical and strategic reasons why fund emails often get flagged as spam. Key technical issues identified include […]

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How to check if you’re losing the battle

This video discusses the challenges of monitoring email deliverability, noting that standard tools often fail to account for emails being sent […]

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Why Outlook and Gmail are two different battles

This video discusses how Gmail and Outlook handle incoming emails differently and how to ensure correct configuration and improve email […]

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