FMN Podcast: Rory McPherson
Rory McPherson, Head of Investment Strategy at Psigma Investment Management talks in the first of the podcasts. He provides insight into Psigma as a business and his role, their relationship with fund providers and his preferred communication channels for being kept up to date.Read More
Back to School
Every pound spent on financial education initiates can create more than £5 in social value, a new study finds. The earlier the younger generation are educated about finance, the more likely they will have a happy and healthy relationship with money.Read More
On demand: What are the challenges and opportunities in marketing to advisers?
During lest weeks event, Gillian Hepburn, Director of DISCUS, talked about the advisory market landscape – to help you target them appropriately through your marketing content and partnership strategies.Read More
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.Read More
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 Boring Money provides a easy-to-read and jargon free summary of the choices available to investors.Read More
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, clearly explains how active and passive funds work and how a combination of the two could meet a clients’ objectives.Read More
The ultimate list of marketing statistics for 2018
Covering SEO, Content Marketing, Social, Video, Email, Advertising, Lead Generation and Sales, this cornucopia of insights offers valuable, easy to digest pointers to help drive optimisation across the marketing mix spectrum.Read More
Change is all around us
The industry may be looking into a transformational phase – with both opportunities and pitfalls. In such a transformative period, there is a need to move away from increasing complexity, to a more simple and easy to understand approach, particularly in marketing.Read More