Insights

Video: Tom Hughes Allianz Global Investors

We caught up with Tom Hughes, Head of Northern European Marketing at Allianz Global Investors, to ask him some questions as part of our Views, Insights & Perspectives video series. Tom reflected with Georgina Field on the activity and the team b

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Market Insight

2 weeks ago

Investment Association to include ETFs. What does this mean for marketers?

The growth of ETFs shows no sign of abating and this latest move to include ETFs in the Investment Association (IA) sectors will undoubtedly continue to put pressure on active managers to demonstrate value for money.

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Video: Marcus Bolitho Merian Global Investors

We caught up with Marcus Bolitho, Head of Marketing at Merian Global Investors, to ask him some questions as part of our Views, Insights & Perspectives video series.

Marcus reflected with Georgina Field on the Merian r

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Market Insight

1 month ago

No Small Change – why financial services needs a new kind of marketing

Here is a short (ish) podcast by my very old friend Lucian Camp who has recently published a book about FS Marketing - No Small Change. This is an extract of some of the best bits and well worth a listen. As a vetera

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Market Insight

2 months ago

FMN Podcast: Rory McPherson

The FMN Podcast is a series aimed to help investment marketers really understand the different audiences they are marketing to. Over the next few months I will be chatting to key people from across the asset and wealth management sector about their b

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Market Insight

2 months ago

Back to School

We all have a role to play in educating our audience about our products and services. A recent study by Research firm ERS, found that every pound spent on financial education initiatives could create more than £5 in social value. Meaning, the earlie

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Market Insight

2 months ago

On demand: What are the challenges and opportunities in marketing to advisers?

How well do you know the advisory market? How it operates, who the decision makers in these businesses are and what keeps them awake at night? During last week's event, Gillian Hepburn, Director of DISCUS, shared some research as well as talked about

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Market Insight

2 months ago

The growing importance of research agencies

What role do research agencies have in the advisory market? This article by Platforum explains the growing influence and importance that research agencies have in the financial adviser market.  It also quest

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Market Insight

2 months ago

Mutual Funds vs Index Funds: What’s the difference?

With so many investment choices available to clients including Mutual Funds, Active Funds, Passive Funds, Index Funds and ETFs, it is no wonder some may find it hard to know where to begin. This article by Read More


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