How often have you scored a terrific story about your fund in the media only to find out that your compliance team won’t allow you to reprint it or post it to your website, disclosures notwithstanding? This experience can be frustrating and disheartening.
So, you are a fund company and you are trying to figure out what financial advisors truly want and don’t want. You want these advisors to tell their clients to buy your fund.
We seem to be learning one thing after another this political season. The newest lesson is brought to us courtesy of Ken Bone, America’s 36-hour sweetheart.
Are your marketing messages getting to the people you intend them for? Or are you just tossing out "messages in bottles" and hoping for the best?
I signed a Divestment Pledge so there’s no chance my investments could be going to the wrong people…right? So you’ve signed the divestment pledge, vowing to avoid investments in the top fossil fuel producers.
Fund firms are likely to face downward pressure on fees, as well as fewer mutual fund share classes, based on the Department of Labor’s (DOL) fiduciary rule, according to a recent story in Investment News.
When considering ways to increase your firm’s visibility, there are two primary routes to take: public relations or marketing. The two have long worked beside each other but with distinctly separate methods.