Thoughts, opinions and resources for financial marketing professionals
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Data Visualization


8 eye-catching asset management infographics


Ray Aso on August 13, 2018

Infographics are a great way to market your insights and findings via social media channels or a website. Here are some examples from asset managers.

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Digital Marketing


AMMF #47: Women in ETFs, regulatory breaches, ‘Fintech Apocalypse’


Elliot Burr on August 10, 2018

This week’s round up brings you a collaborative fund suite, Women in ETFs, Tesla turmoil, and the role of a child’s sandbox in a ‘Fintech Apocalypse’.

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Wealth Management


Open Banking and the changing face of digital UX for wealth managers


Richard Watts on August 08, 2018

Are wealth management brands and apps strong enough to rival banks and fintechs? Rich Watts looks at the potential of Open Banking and digital UX.

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Client Servicing


Asset managers need to show warmth as well as competence


Robin Powell on August 06, 2018

Robin Powell investigates why fund managers often do not focus enough on showing that they care, outlining a trust issue within the industry.

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Digital Marketing


AMMF #46: Zero-fee funds, megatrends of the future, MacCoins


Elliot Burr on August 03, 2018

This week’s round up brings you a fund-themed musical medley, future trends in investments, MacCoins, robots, and the entrance of zero-fee funds.

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Wealth Management


10 SA Wealth Management Twitter Influencers to Follow


Leandi Kolver on August 01, 2018

If you're interested in the South African wealth management space, make sure to follow these 10 Twitter Influencers to keep on top of industry news.

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Interviews


Asset managers need to embrace change and innovation to survive


Sam Shaw on July 30, 2018

In this interview, François-Kim Hugé, a partner at Deloitte, urges the funds industry to up the pace of digital progress to better meet the demands of the next generation of investors.

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Digital Marketing


AMMF #45: Bitcoin ETF hype, MiFID II continues, Peter Gabriel


Elliot Burr on July 27, 2018

This week’s round up brings you multiple fund partnerships, Gina Miller vs the FCA, Bitcoin ETF possibilities, and Peter Gabriel on blockchain.

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Client Servicing


Can’t buy me love, say HNW clients


Carolyn Marsh on July 25, 2018

The CapGemini World Wealth Report shows High Net Worth investors are significantly wealthier, but only a little happier with their financial teams. Why?

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Wealth Management


Is passive investing driving higher returns?


Robin Powell on July 23, 2018

Despite claims about the dangers of indexing, there’s another more positive side to the story that is given far less attention, Robin Powell writes.

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Digital Marketing


AMMF #44: Frontier markets, crypto-versity, DJ D-Sol’s mix


Elliot Burr on July 20, 2018

This week’s round up brings you a frontier markets fund launch, furthered steps for Women in Finance, crypto-university, and a mix from GSAM’s new CEO, DJ D-Sol.

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Fund Marketing


Exploring 9 excellent fund finders in asset management


Ray Aso on July 18, 2018

We’ve delved into the product centres of asset management sites to bring you the best fund explorers we could find. Here are 9 examples featuring current design trends that make browsing funds as simple as possible for potential investors.

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