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Kitces’ 2026 Marketing Study: The best marketers make advisors market less
Kitces’ 2026 Marketing Study: The best marketers make advisors market less Marketing pays for itself, but most of the cost is people’s time. Roughly two-thirds…
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TikTok, not Google, is now the go-to for basic investment searches
The battle to capture investment term search traffic now extends to multiple fronts as searchers show a growing preference for short-form video explanations.
Advisors continue to complain about asset manager websites—time to do something about it?
I rejected the report at first. Of course, I did, in solidarity with all who toil on asset manager websites. J.D. Power’s recent alarming research…
Calamos’ Bob Behan: A veteran distribution exec on leadership, management
The no-nonsense yet compassionate style that led to his team’s 50% year-over-year sales improvement—despite the COVID lockdown
Why not promote mutual funds, ETFs on LinkedIn?
“Advertise where the people are”—advice that’s leading many investment firms to the industry’s favorite social platform.
The Broadridge whitepaper that explains a lot about the change underway in the fund industry
Shifting product preferences, heightened differentiation, personalization all have implications for mutual fund, ETF marketers.
The 9 words we’re seeing a lot of, with mixed emotions
Where did de-dollarize, double-click, feedforward, greenhushing, mixternal, phubbing, pitch-slap, rage click and TL;DR come from anyway?
Gen Z and traditional investment providers: where, how will their paths even cross?
Like most of their peers, our Gen Z interns are investing without the help of the usual suspects (asset managers and advisors). Everybody OK with that?
9 head-turning charts, animations, images from investment firm marketers
These graphics make fixed income fabulous, give a 007 vibes to webcasts, and breathe new life into marcom tropes.
Ho-hum and hmm: Threads seems like a pale imitation of Twitter
It lacks the imagery of Instagram and the functionality of the other place. Guess we have no choice but to wait and see.
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