Insights

Market Insight

2 weeks ago

FMN Mic: Rory McPherson

FMN Marketing in Conversation, a podcast 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

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Market Insight

3 weeks 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

1 month 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

1 month 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

1 month 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

Market Insight

1 month ago

Active & Passive – The Continued Debate

Many hold the view that investors have to "pick a team" and have to pick either active funds OR passive funds in their portfolios. This report by Square Mile Research

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Market Insight

1 month ago

The ultimate list of marketing statistics for 2018

This ‘Ultimate List of Marketing Statistics for 2018’ from Hubspot.com won’t fail to inspire those of you who enjoy a good stat to back up their strategy rationale - especially as Marketing Planning for 2019 is now well under way. Covering S

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Market Insight

2 months ago

Change is all around us

Our latest Expert Speaker Series with Pete Lawery, former Jupiter Merlin fund manager, got me thinking about the implications of all the change around us, including of course Brexit. The attached article from EY reflects some of this and how the indu

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Market Insight

3 months ago

Top tips for brochure writing

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