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Archive for September 16th, 2026
Fund Marketing Intelligence
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SEC Risk Alert Targets ‘Check-the-Box’ Compliance Reviews, With Marketing Sign-Off Next in the Crosshairs
A ticked box stating an annual review has been completed is a no-go, with the SEC highlighting widespread failures in […]
Fund Marketing Intelligence
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Investors Are Asking AI Before They Ask Their Advisor, Changing What Good Fund Content Looks Like
AI is a due diligence tool that investors have taken to like ducks to water, to assist relations with their […]
Fund Marketing Intelligence
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Allocators Have $24.9bn Ready for Hedge Funds in H2, But Only 38% of It Is New Money
2026 has been a boon for hedge funds, where investors’ renewed appetite should fuel unique campaigns built around a manager’s […]
Fund Marketing Intelligence
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FINRA’s comment window has closed on the decade’s biggest rewrite of its advertising rule. Here’s what fund marketers should watch next.
Regulatory shifts are usually the start of a cautionary tale. But potential changes to pre-approval workflows could be welcome news […]