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Marketing and commentary articles

A modern take on the marketing brochure

A modern take on the marketing brochure

Is there still a place for marketing brochures in a world of video clips, 140-character messages, infographics and one-page sales sheets?

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What we read this week: August 18, 2017

What we read this week: August 18, 2017

U.K. fund firms seek regulatory clarity ahead of Brexit, China’s big banks lose ground to fintech and more advisors look to launch robo offerings.

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5 steps for a successful marketing materials audit

5 steps for a successful marketing materials audit

An audit of your marketing materials is a challenging task. It also presents great opportunities. Help lead the way with this five-step process.

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What we read this week: August 11, 2017

What we read this week: August 11, 2017

Joining the regulatory system could help fintech firms compete. Plus, the SEC issues FAQs about its Investment Company Reporting Modernization rules.

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Investor education done right

Investor education done right

Investor education should be top of mind for all financial services marketers. Here are some ideas on how to do it right.

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What we read this week: August 4, 2017

What we read this week: August 4, 2017

SEC rule 22e-4 is among the first to focus on managing liquidity. Plus, central banks are toying with the idea of issuing their own crypto-currency.

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E-BOOK The Art and Science Behind Financial Services Writing
E-BOOK Communications Playbook for Financial Advisors
E-BOOK Marketing Challenges, Marketing Opportunities
E-BOOK Finding Marketing Ideas in Odd Places

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