Thoughts, opinions and resources for financial marketing professionals
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Opinion


Opinion: Do falling fund fees make cost less important?


Robin Powell on October 10, 2018

Analysts at Morningstar in Chicago have recently researched the effect of falling fund fees on cost. Robin Powell weighs in on the results.

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Digital Marketing


AMMF #55: Merian brand launch, guest webinar, Robot Wars


Elliot Burr on October 05, 2018

This week’s edition brings you a global rebrand, finserv moves from Salesforce, more ETF exposure and Robot Wars.

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Interviews


Increased collaboration can help industry overcome challenges – Prudential COO


Leandi Kolver on October 03, 2018

Meagen Burnett, COO of Prudential Investment Managers outlines her vision for the South African asset management industry.

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Digital Marketing


AMMF #54: Adobe and Marketo, blockchain banking, RIA rockstars


Elliot Burr on September 28, 2018

This week’s edition brings you a multi-asset veteran, wealth management’s changing landscape, a major MarTech acquisition and RIA rockstars.

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Opinion


Opinion: Is it time for the DFM to RIP?


Robin Powell on September 27, 2018

It’s time for a reality check on DFMs. Advisers are hiring them to do something that can’t be done: beating the market consistently over the long term.

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Opinion


Are asset managers preparing for a no-deal Brexit?


Elliot Burr on September 25, 2018

With the possibility of an incoming no-deal Brexit, we've taken a look into the state of preparation from some of the leading asset managers in the UK.

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Wealth Management


No-fee funds: Will we all be working for free soon?


Carolyn Marsh on September 24, 2018

Offering a free base-level product is a popular – and proven – way of walking new clients in the door. Carolyn Marsh argues we should have all seen this coming.

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Digital Marketing


AMMF #53: Megatrends, Brexit preparations, financial advisor jokes


Elliot Burr on September 21, 2018

This week’s edition brings you the latest megatrends, an investment world LGBT+ campaign, a cryptocurrency U-turn and Tinder for private banking.

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Kurtosys Platform


Latest Kurtosys release introduces document watermark passwords, disclaimer & commentary hyperlinks


Leandi Kolver on September 20, 2018

We’re excited to announce the latest release of Kurtosys which includes various feature enhancements to improve document security and give you more control and flexibility.

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Interviews


Less jargon, more social responsibility – a vision for the SA asset management industry


Leandi Kolver on September 20, 2018

Elize Botha, MD of Old Mutual Unit Trusts shares her views on the need for the asset management industry to follow responsible investment practices and other pertinent issues.

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Interviews


BMO Marketing Perspectives: Opportunity through consolidation


Sam Shaw on September 18, 2018

We interview BMO's Ross Duncton, managing director, head of marketing & direct, and Stewart Conway, head of central marketing to hear about marketing developments since their consolidation of F&C.

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WordPress for Finance


Democratising digital experiences using WordPress


Richard Watts on September 17, 2018

Rich Watts describes how the Low Code CMS movement is helping businesses evolve their digital experience through speed, quality and commercial efficiency.

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