Millennials Are Driving Private Markets Demand, But 89% Still Wait on Advisor Permission
Assuming an LP fits a stereotypical investor profile is a fool’s errand, shown by the evidence that private market demand is on the up for younger generations. TL;DR: make your ‘affluent investor’ profiles more granular. Some investment preferences may be viewed as “a generational thing,” which is upended given widespread investor interest in private markets […]
Data Silos Beat Compliance as the Number One Barrier to Financial Services Growth
With greater access to marketing gizmos and GenAI, fund marketing, sales, and IR teams are at risk of muddling up their target LP’s online experiences. TL; DR: ensure every digital channel runs off of the same data. The eyes of financial regulators are always looming. Although, many firms do not necessarily see this as an […]
So, Your Fund Got Cited by ChatGPT Once. New Data Shows That Will Not Matter.
A one-time AI citation is not the brand visibility indicator a fund marketer may believe it to be. Instead, a regular content workflow can still work wonders. TL;DR: stick to a consistent content plan. In the battle for brand visibility, being cited as a reputable source by AI agents is a new goal for fund […]
AI Content Now Outranks Email and Social Media For Reputational Impact, Despite Reaching Just 1 in 10 Stakeholders
How a firm gets perceived relies as heavily on results gained from AI-generated citation tools as a prospect’s existing knowledge of a fund. TL;DR: own your fund’s narrative to assist AI Search. AI-generated content is becoming part of the financial marketing world’s fabric, where getting a brand’s profile found by AI Search engines is proving […]
9,000-Advisor Dataset Shows Investor Volume Is Not The Marketing Problem, But What Happens After Their First Click
Too many advisors rely on ‘single blast’ marketing when automated follow-ups are necessary to maintain keen investor interest. TL; DR: connect marketing infrastructures to build engagement. Snappy Kraken is a digital marketing suite designed for financial advisors, which has unveiled their State of Digital & AI 2026 report: an analysis of campaign, website and CRM […]
SEC Charges Florida Fund Manager Over Doctored Performance Screenshots Sent to Investors
A recent SEC case shows, once again, there is a fine line between committing outright fraud and violating marketing rules that managers must be aware of. TL;DR: verify all performance claims. This month, fraud charges were brought to CMI Capital LLC, run by Michael D. Williams (under the business name Check Mate Investments) for violating […]