Asset manager marketing teams reshaped their practices this year—deploying AI to speed up response times, rethinking content formats, and sharpening their focus on personalized messaging. Read more: https://t.co/dmpgtV2OIR
Private market fund managers launching registered funds targeting retail investors will be “hit hard” by SEC and Finra marketing rules, compliance consultants say.
https://t.co/jb3aUIYEJp
SEI laid off 4% of its workforce this month, including at least three executives across its institutional and asset management business. Learn more about the cuts: https://t.co/GaUOlprTc2
Asset managers are falling short of complying with the SEC’s marketing rule — failing to disclose paid testimonials and endorsements, and third-party ratings.
https://t.co/z1zC2KxfpJ
Rising adoption of model portfolios among advisors under 50 puts SMAs, direct indexing and alternative assets in the spotlight.
https://t.co/MSQprHHXIT
Nomura is trying to make its mark in the U.S. by rebranding its strategies, readying a cross-selling push, and hiring a new marketing executive from Pimco. Learn more: https://t.co/3Rhp5Ls6tz
The SEC charged an RIA last week with failing to comply with Regulation S-P requirements, and more enforcement actions are expected as updates to the rule kick in this week, compliance consultants said.
https://t.co/cQVI31kRDp
Federated Hermes has appointed new heads for its global investment and distribution teams, as its longtime investment management chief steps down.
https://t.co/fpq2aCuRKQ
New York City wants managers to treat climate change as a financial risk, even when BlackRock labels it politicization, says outgoing city comptroller Brad Lander in an interview with FundFire.
Watch the full video: https://t.co/SB3DPWYIer
#pensions#climatechange
A recent Mercer survey shows endowments and foundations are increasingly relying on illiquid strategies to buffer portfolio volatility. Learn more: https://t.co/FMEMFvFLeP
Shorter attention spans and the need to get content out quickly have prompted asset managers to reimagine an industry marketing staple.
https://t.co/tT0Ea69fH4