A blog for innovative fund marketing and investor servicing professionals
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Regulation


Five key MiFID II issues every fund marketer should be worrying about


David Prosser on July 23, 2017

There is precious little time for asset managers to ensure they are compliant with MiFID II regulation. David Prosser outlines five key issues.

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Fund Marketing


Generating Income in Today’s Low Interest Rate Climate Takes Creativity


Karen Riccio on July 19, 2017

Right now, and in the near future, the key is to use options outside the traditional investment box. Here are some ways to generate healthy total returns.

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Technology


Top 5 Tips To Counter Ransomware Attacks


Graham Jarvis on July 17, 2017

When it comes to cyber-security there is no time like the present to invest in solutions and training to protect your company from Ransomware attacks.

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Wealth Management


Wealth managers beware: digital client servicing is no longer an option


Mash Patel on July 12, 2017

Digital client servicing offers the wealth management industry an opportunity for keeping pace with a rapidly evolving market that needs to change.

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FinTech


The Fintech World Series: Germany


Elliot Burr on July 11, 2017

Frankfurt, Berlin, Munich and other German cities are attractive tech hubs, meaning post-Brexit German fintech could dominate the European scene.

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Digital Marketing


Friday Fintech Marketing Roundup #48


Elliot Burr on July 07, 2017

This week’s round up brings you an annual fintech magazine, Alibaba’s reign, a red flag for Ethereum and the most revisited argument on the globe.

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Fund Marketing


The Future of Fund Factsheets: 8 Industry Insights


Courtney McQuade on July 06, 2017

We asked 8 industry professionals whether traditional fund factsheets are crying out for disruption, or still an essential tool for investors.

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Interviews


The Wealth Whisperer: An Interview with Winnie Sun


Courtney McQuade on July 05, 2017

Winnie Sun, Managing Director of Sun Group Wealth Partners, discusses her road to becoming a financial advisor, her views on digital disruption and more.

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Digital Marketing


Fintech Marketing Monthly: June ’17 [Video]


Elliot Burr on June 30, 2017

June’s round up presents the ongoing Bitcoin vs Ethereum battle, banking news from Spain, and the British and Irish Lions Fund XV.

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Regulation


It is about the money, active fund managers: we care about the price tag


David Prosser on June 28, 2017

Fund marketers must assess what investors are looking for, and then to articulate how that need is being met, at an affordable and justifiable price.

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FinTech


The Fintech World Series: France


Elliot Burr on June 27, 2017

With post-Brexit, regulatory relaxation and an innovative President, France could become the Mont Blanc of Europe, topping Europe’s fintech revolution.

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FinTech


Why Are Regulators Forcing The Digital Transformation of Payments?


Graham Jarvis on June 26, 2017

In Richard Broadbent's opinion, banks should view PSD2 as an opportunity “to unlock new business models rather than purely as a compliance responsibility.”

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