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Fund marketing intelligence
Fund Marketing Intelligence provides fund marketing weekly updates into the world of fund marketing regulation, news, data and regular interview with leading lights in the industry.
Data
Fund marketers that use Salesforce integrations should heed the latest news that the platform may acquire a new AI-based real-time
Data
The globe’s largest brands’ ad-to-sales ratios are down, which can impact how a fund’s budget holders assess marketing campaign ROI.
Regulation
Following proposals first set out in February, restrictions around communicating targeted returns are being lifted for broker-dealers under FINRA Rule
Data
AI occupies a seat at the table as a valuable member for many fund managers. In fact, the technological helper
Regulation
An FCA proposal aims to boost investors’ confidence in illiquid assets, placing the UK in line with international standards. TL;DR:
Regulation
With investors increasingly seeking private-market opportunities, the SEC is set on improving marketing clarity to facilitate that demand. TL;DR: prepare
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