Thoughts, opinions and resources for financial marketing professionals
author

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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author

Opinion


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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author

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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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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author

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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author

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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