Thoughts, opinions and resources for financial marketing professionals
author

Wealth Management


The Savvy Investor Awards 2018


Andrew Perrins on December 12, 2018

Savvy Investor curates the best pensions and investment white papers from around the world. Andrew Perrins takes us through this year's top picks.

Read now
author

Kurtosys Platform


Latest Kurtosys release introduces new Segmentation List features


Leandi Kolver on December 11, 2018

The Kurtosys release comprises enhancements to the Segmentation Lists module that will help you improve the accuracy of your data while saving time.

Read now
author

Document Distribution


Your Compliance Team’s 2019 Resolution


Carolyn Marsh on December 10, 2018

Compliance teams need to take action very soon if they wish to be among the first investment firms to put the new 'notice-and-access' practice into effect.

Read now
author

Digital Marketing


AMMF #64: Marketing masterclass, GDPR returns, investing in alpacas


Elliot Burr on December 07, 2018

This week’s edition brings you a marketing masterclass, GDPR reflections, a blockchain revelation for the FSI, and alpaca investments.

Read now
author

Interviews


Thoughts from Miton on Content, Technology & Fund Factsheets


Sam Shaw on December 06, 2018

Sam Shaw talks to Miton's head of marketing Mark Harper and digital strategist Rob Tyler on the firm's expansive evolution in content and technology.

Read now
author

Digital Marketing


Financial marketers, don’t fear your AI friends


Elliot Burr on December 03, 2018

AI technology can now streamline operational processes, automation and social media management for financial marketers, making it friend rather than foe.

Read now
author

Digital Marketing


AMMF #63: Quant fund newbie, ESG problem, life on Bitcoin


Elliot Burr on November 30, 2018

This week’s edition brings you a new quant funds player, fintech’s forward thinking, the ‘S’ in ESG, and living life on only Bitcoin.

Read now
author

News


Generali Investments launches new fund tools features using Kurtosys


Luke Hinchliffe on November 28, 2018

Generali Investments have launched 'Stage 2' of their website using the Kurtosys platform, introducing enhanced fund tools features.

Read now
author

Digital Marketing


Why asset managers need to start thinking about voice search


Luke Hinchliffe on November 26, 2018

What can asset managers do now to prepare for a future of voice-based searches? We look at what some have done already and what others should be doing.

Read now
author

Digital Marketing


AMMF #62: Charitable fund, Fintech100, MiFID II returns


Elliot Burr on November 23, 2018

This week’s edition brings you a charitable fund initiative, the new Fintech100, Black Friday/Black Monday and the ghost of MiFID II.

Read now
author

Fund Marketing


Why Email Blasts Are Dead and Marketing Automation is Thriving


Dan Sondhelm on November 21, 2018

Is Email Marketing Becoming Obsolete? Dan Sondhelm explores how marketing automation can yield better results for asset managers.

Read now
author

Interviews


BlackRock’s Michael Gruener on Thematic Investing, Active-vs-Passive & Embracing Tech


Sam Shaw on November 20, 2018

BlackRock's Michael Gruener discusses the proliferation of thematic investing, and how embracing technology is absolutely crucial for asset managers to remain competitive.

Read now