Insights

Market Insight

3 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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Brand, Content, PR & Comms

3 months ago

Don’t just stand for something, stand against your competitors

I’ve been a fan of Mark Ritson for a while – I think the way he writes is fantastic – but this article really resonated with me. I’ve often wondered why we seem to avoid taking on the competition directly in our industry when it comes to m

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Market Insight

3 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

3 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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Integrated Campaign

3 months ago

Integrating your campaigns: you talking to me?

Back in the day, before the advent of google and the explosion of digital content, marketers had very few channels to work with.  Direct mail was a core tool and the complex matrices used to test, test and test against core messages against segmente

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Market Insight

3 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

Market Insight

3 months 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

3 months 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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Brand

4 months ago

There is no one solution

Was anyone else fascinated to see the wide range and intense advertising campaign by Facebook, post Cambridge Analytica scandal?  I couldn’t step on a train or open a newspaper without seeing one of their adverts.  Like them or loathe them, it wa

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