Thoughts, opinions and resources for financial marketing professionals
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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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Digital Marketing


AMMF #40: MiFID II backlash, crypto-revisit, Tony Hawk


Elliot Burr on June 22, 2018

This week’s round up brings you an ETF partnership, a crypto-fund revisit, MiFID II backlash and Tony Hawk on financial advisors.

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Digital Marketing


5 Fresh Ways Financial Marketers Can Improve Their SEO


Aljaz Fajmut on June 21, 2018

SEO is a continuous process. The end goal is to make our website more visible on Google and boost traffic and conversions, but also improve the user experience. If your SEO efforts are a bit dusty, in this article we’ll show you what finance marketers need to do to freshen up their SEO game.

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FinTech


The Fintech World Series: Portugal


Elliot Burr on June 18, 2018

Whilst Brexit troubles the UK’s financial world and entrepreneurs look elsewhere, sunny Portugal’s vibrant startup culture is providing an attractive post-Brexit base for fintechs, slowly looking to compete with Europe’s most prominently established fintech hubs.

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Digital Marketing


AMMF #39: Alexa advisors, smarter banking, World Cup special


Elliot Burr on June 15, 2018

This week’s round up brings you voice-activated advisory, a six stage fund launch, banking IFTT integration and the start of the World Cup.

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Wealth Management


South African Robo-Advisors: Hype or Worthy Investment?


Leandi Kolver on June 13, 2018

By 2022 South African robo-advisors will manage US$177 million in local assets, with many large fund managers investing in this technology. We take a look at the potential benefits of robo-advisors to the South African market and who the current prominent players are.

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Opinion


Don’t let Brexit derail fund transparency


Robin Powell on June 11, 2018

There are doubtless many in the fund industry who are rubbing their hands at the prospect of less regulation and scrutiny post-Brexit. That would be bad for consumers and bad, ultimately, for UK asset management.

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Digital Marketing


Hedge fund stars, website stars, in-game advisory [VIDEO]


Elliot Burr on June 08, 2018

This month’s video round up presents Brexit impact, a new head of AI, stars of the hedge fund world and advisory AR.

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Regulation


What the big names are saying about the DOL rule


Carolyn Marsh on June 04, 2018

What’s the best way to speak to clients about complex – and unresolved – regulations with the DOL fiduciary role in purgatory? Carolyn Marsh takes a look at publicly available content around the web for examples of how some of the big names in asset management have addressed these issues with a retail client audience.

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Digital Marketing


AMMF #38: Seven new funds, Brexit backlash, Bitcoin rap


Elliot Burr on June 01, 2018

This week’s round up brings you a Brexit and MiFID II conundrum, the return of website spotlight, a seven-tier fund launch and a Bitcoin rap.

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Wealth Management


How Asset Managers are Using M&A to Strengthen & Diversify


Ray Aso on May 29, 2018

Global merger and acquisition (M&A) activity is set to increase in asset management in 2018. Given the rapid growth of this issue in the industry, we’ve been following the actions of institutions more and more closely, and have recently released our white paper on M&A. Here are its main takeaways.

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