Opinion: Is it time for the DFM to RIP?

By Robin Powell on September 27, 2018

Financial professionals of the future will struggle to get their heads around some of the ways we currently do things. The reliance of financial advisers on discretionary fund management (DFM) is a good example. Around 37%…

Open Banking and the changing face of digital UX for wealth managers

By Richard Watts on August 8, 2018

Now that the dust has settled somewhat from 13th January 2018, when Open Banking officially came into effect in the UK, the fruition of banks providing APIs is well underway. We see banking truly entering the…

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

By Elliot Burr on June 15, 2018

Welcome to our asset management marketing focus 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. Movers & Shakers Martina Bozzano Is now…

The DOL’s Fiduciary Rule Still in Limbo

By Karen Riccio on June 7, 2017

With U.S. President Donald Trump past the official 100-day honeymoon period of his first term, I’d like to be able to report a little more certainty on the fate of the Department of Labor’s (DOL) fiduciary…

Do elections matter to fund investors?

By David Prosser on May 31, 2017

Let’s put it this way: an election certainly represents an opportunity for investment commentators to indulge in a spot of name awareness, issuing predictions about what the latest political twists and turns might mean for markets….

Fund managers, who are you talking to?

By David Prosser on March 29, 2017

Fund managers who are targeting marketing materials and other communications at financial advisers may be surprised by just how many of them are outsourcing investment decisions. The intermediary sector is an obvious priority focus for fund…

Advisors: Are you ready to take your business to the next level?

By Courtney McQuade on January 26, 2017
financial advisors business next level

In this age of financial technology (fintech), advisors in all channels must find a way to differentiate themselves in order to survive and succeed. Overall, the financial services industry has been going through significant change at…

Investment Professionals: Don’t be a LinkedIn Luddite!

By Courtney McQuade on November 21, 2016

Social media is not the future. Social media is right now.    If you are a financial services professional, every day you’re not active on LinkedIn is a missed opportunity to connect with prospects, reinforce your…

Marketing Automation in Investment Websites – a Lost Opportunity?

By Luke Hinchliffe on October 20, 2016
marketing automation

In 2014 I wrote a paper called ‘Marketing Automation for Fund Managers’ which detailed some of the benefits investment management websites could gain from integrating modern marketing automation software. One of the reasons I wrote the…

Advisors: Are you getting the most out of LinkedIn to build your business?

By Courtney McQuade on April 15, 2016
LinkedIn for Advisors

Social media is not the future. Social media is right now. If you’re a financial advisor, every day you’re not active on LinkedIn is a missed opportunity to connect with prospects, reinforce your value to clients, and…

5 LinkedIn INfluencers Asset Management Marketers Should Follow in 2016

By Courtney McQuade on December 2, 2015
5 LinkedIn INfluencers Wealth Management Marketers Should Follow for New Year Inspiration

‘Tis the season to be inspired. We’re winding down 2015 and quickly preparing for another 365 days. With the new year, comes a fresh start, a reimbursed budget and new business goals for your firm’s marketing department. In…

Dynamic Advertising & Retargeting: A Cutting-Edge Technique to Improve Fund Marketing [Series]

By Paul Fawcett on August 3, 2015

The range of digital marketing tools we have at our disposal is getting bigger every year. But sometimes it’s hard to keep up with the innovation that’s happening around us, and more specifically how these tools…


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