Thoughts, opinions and resources for financial marketing professionals
author

Digital Marketing


8 asset management blogs you need to know about


Ray Aso on March 07, 2018

Here are 8 blogs from asset managers that we feel are leveraging the blog format (often dubbed as ‘Insights’ or ‘Resource’ centres too) to a great extent to serve as a benchmark for all content creators in financial services.

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Client Servicing


Digital tide turns towards institutional sales and marketing


Mash Patel on March 05, 2018

The asset management industry - where the life cycle of client management extends many years - has a strong case for combining the disciplines of sales, marketing and client servicing into one, writes Mash Patel.

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author

Digital Marketing


AMMF #27: The Royce Funds, GDPR how-to, BlueBay’s CEO


Elliot Burr on March 02, 2018

This week’s round up brings a CEO spotlight, a B2B marketing expo, all-important fund flows, and the Wernham Hogg of India’s financial industry.

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author

Digital Marketing


Choosing a CMS for your investment website: 9 considerations


Luke Hinchliffe on March 01, 2018

Choosing a new content management system for any website can be challenging, but for an investment management website there are even more factors to consider. We look at nine considerations we feel are critical when choosing your CMS.

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author

Digital Marketing


Six things the best financial videos have in common


Robin Powell on February 26, 2018

High quality videos - both technical and editorial - are essential in financial services, particularly due to challenges with compliance. Robin Powell shares six qualities that make up the best financial videos in the industry.

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author

Digital Marketing


AMMF #26: Major acquisition, advisor apps, Bitcoin’s “tulip mania”


Elliot Burr on February 23, 2018

This week’s round up brings gender equality studies, advisor apps, China’s new investment yearbook, and Bitcoin’s ‘tulip mania’.

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author

Digital Marketing


Accept or Decline? 6 asset manager website attestations done right


Ray Aso on February 20, 2018

A list of 6 exemplary attestations from some of our top asset management websites, allowing users to select their region preferences and investor type with maximum user experience.

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author

Digital Marketing


AMMF #25: New crypto-fund, investment podcasts, AM’s Valentine’s Day


Elliot Burr on February 16, 2018

This week’s round up brings a holistic crypto-fund, investment podcasts, a major east/west acquisition, and asset management’s most popular Valentines.

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author

Digital Marketing


7 Examples of fund document libraries with good UX design


Paul Fawcett on February 13, 2018

Documents are a critical part of any investment product and so careful attention is required in presenting these on asset management websites. We look at 7 examples of good UX design in fund document libraries.

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author

Digital Marketing


AMMF #24: World-first ETF, power of RegTech, the ‘Wizard of Oz’


Elliot Burr on February 09, 2018

This week’s round up brings a boost to hedge funds, a financial marketing giveaway, a catch-up with GDPR, and Canada’s latest ETF world first.

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author

Fund Marketing


Fund industry marketing RIP


Robin Powell on February 05, 2018

It’s no secret that the fund industry is having a bad time; traditional fund industry marketing is dead, or dying. The age of the fund manager-publisher has just begun.

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author

Digital Marketing


Gender equality ETF, more MiFID II, fund website spotlight [VIDEO]


Elliot Burr on February 02, 2018

This month's round up presents the new wave of ETF investment opportunities, MiFID II and GDPR due dates, and our favourite recent website launches within asset management.

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