Thoughts, opinions and resources for financial marketing professionals
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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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Digital Marketing


How financial services tapped into the World Cup


Elliot Burr on July 17, 2018

Content marketing in financial services has certainly benefitted from the World Cup - here are some of the creative ways that institutions played the field.

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Digital Marketing


AMMF #43: Arion Banki website, Alibaba vs Tencent, AC Milan


Elliot Burr on July 13, 2018

This week’s round up brings you a Silicon Valley-worthy bank website, Alibaba vs Tencent, a sustainable investment focus, and asset management at AC Milan.

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Digital Marketing


How financial services firms embraced Pride


Elliot Burr on July 11, 2018

We took a look into how financial services firms supported their colleagues, clients and the wider LGBT+ community in last week's Pride.

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Kurtosys Platform


Latest Kurtosys release introduces 2FA, user emulation, custom identifiers


Leandi Kolver on July 10, 2018

This release enhances the security of the Kurtosys platform through two-factor authentication and eases troubleshooting with the inclusion of user impersonations. Also included in this release is the introduction of custom fund and share class identifiers.

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Wealth Management


Saving vs investing – will South Africans make the shift?


Leandi Kolver on July 09, 2018

Most South Africans aren’t saving and investing enough for a comfortable retirement, and many of those who are saving aren’t doing so smartly.

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Digital Marketing


AMMF #42: Digital advisor clone, UK sandbox, the ETF Starting XI


Elliot Burr on July 06, 2018

This week’s round up brings you new funds in China, a digital clone, the UK sandbox’s latest recruits, and an ETF starting XI.

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Digital Marketing


8 Reasons why not all content management systems are created equal


Patrick McKenna on July 04, 2018

Many content management systems require large amounts of custom coding and investment to bring them up to standard, so here are 8 things to consider when choosing your next CMS.

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Regulation


Benchmarking should help, not hinder, transparency


Robin Powell on July 03, 2018

Proper benchmarking is crucial to maintaining competition in asset management. It needs to be given more priority, says Robin Powell.

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Digital Marketing


AMMF #41: Canadian mutual funds, fintech friends, Nile Rodgers


Elliot Burr on June 29, 2018

This week’s round up brings you low-cost mutual funds in Canada, a fintech friendship, relocation news, and a fund backed by Nile Rodgers.

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Interviews


‘No company without technology’: Jupiter’s Paul Kay on data science


Sam Shaw on June 27, 2018

We interview Paul Kay, Jupiter’s head of technology, who lays out his belief in data science being critical for asset managers to remain competitive.

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Digital Marketing


8 Examples of fund manager email subscription pages


Paul Fawcett on June 25, 2018

Fund managers generate a lot of content and documents - how does that translate into options for investors in terms of email subscription and preferences pages? We look at 8 examples.

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