Fund Marketing’s Digital Playbook for Fuelling the Asset-raising Sales Engine
The fund marketer’s reputation has U-turned in recent years. No longer are they relegated to the basement like Harry Potter, […]
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 […]
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, […]
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 […]
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 […]
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 […]
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 […]
New Broadridge Trial Shows Most Investors Don’t Understand Financial Disclosures
IRs and fund marketers face a tricky task in making complex issues clear throughout their communications. Sadly, clarity is still […]
SEC Exams Still Target Marketing Materials at Nearly Triple the Rate Firms Are Testing For It
Compliance officers’ concerns are the mirror opposite of what the SEC is checking for, creating governance holes for investment advisers. […]
Why the FCA’s First Finfluencer Crackdown Will be Systemic
UK-based fund distribution has long suspected the regulatory whip to come for dubious online endorsements. It is a suspicion found […]
Advisors Want More Alternatives Than Ever. Most Still Can’t Explain the Risk to Clients
Alternatives allocations may be on the up-and-up next year, at least if advisors are able to justify the risk. Following […]
A New Danger: When the Algorithm Reads Your Email Before the Investor Does
AI can do a lot to speed things up in life, which also includes gatekeeping email inboxes, perhaps disregarding the […]
Broadridge Shows Investor Communications Is Becoming a Growth Line Rather Than a Cost Center
With its noteworthy insights into investor communications, Broadridge Financial’s Q4 results signal budgeting recommendations for fund teams. While already a […]
Fund Marketers Without a Social Media Presence Are Invisible to the Next Generation of Allocators
Checking segmented generational activity is key for marketing success, and now is the time for funds to unlock Gen Z’s […]
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