Upcoming macroeconomic events – June/July 2019
Do you write or edit portfolio manager commentaries? Do you want to stay on top of the macroeconomic events that shape your day-to-day life as a financial services marketer? If so, here are the big macro events that the ext. team is keeping an eye on over the coming weeks. The U.S. will announce its […]
June 7, 2019
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Dig deep to build your hedge fund’s value proposition
There are a vast number of hedge funds hitting the scene every year – 735 were launched in 20171 – with a total of US$3.6 trillion in AUM by the hedge fund industry overall.2 That’s a lot of funds vying for investors’ attention. To elevate your hedge fund above the fray and pique more interest […]
June 6, 2019
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Monday morning briefing – June 3, 2019
A look at fintech’s progress in the small business market, the private equity market during the first quarter and why almost 50% of current students aren’t prepared to manage money. And much more in this week’s briefing. Economic/industry news The BoC holds its benchmark overnight interest rate steady: BoC holds rate, says numbers suggest slowdown […]
June 3, 2019
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Monday morning briefing – May 27, 2019
Socially responsible investing by hedge funds on the rise. Using branches to help with a bank’s digital strategy. Institutional investors prepared for a market downturn. And much more in this week’s briefing. Economic/industry news The Japanese economy expanded 0.5% in the first quarter of 2019: Japan’s Q1 GDP: The details are worrisome Will we see an interest rate cut […]
May 27, 2019
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Four quick tips for creating great client personas
The financial industry is changing. So are clients and prospects. If you haven’t revisited your personas recently, we think now is the time.
May 23, 2019
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Tuesday morning briefing – May 21, 2019
There is no stopping socially responsible investing. The benefits of making personalization a reality. How ETFs rose to prominence. And much more in this week’s briefing. Economic/industry news Canada’s inflation rate rises to 2.0% in April: Inflation rises in April as carbon taxes drive up gas prices Why a Fed rate cut could be problematic for the economy: Fed’s […]
May 21, 2019
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Upcoming macroeconomic events – May/June 2019
Do you write or edit portfolio manager commentaries? Do you want to stay on top of the macroeconomic events that shape your day-to-day life as a financial services marketer? If so, here are the big macro events that the ext. team is keeping an eye on over the coming weeks. The Bank of Canada (“BoC”) […]
May 15, 2019
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Monday morning briefing – May 13, 2019
Banks must meet customers’ expectations of personalization. Advisor conversations about ESG investing are on the rise. How to effectively reach millennials through social media. And much more in this week’s briefing. Economic/industry news The U.S. inflation rate was 2.0% in April: U.S. consumer prices rise; underlying inflation tame The Canadian unemployment rate fell to 5.7% in […]
May 13, 2019
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Hedge funds need great websites to connect with investors
We’re well into a promising new era of hedge fund marketing that began when the SEC ended an 80-year-old ban in 2013 that prevented private funds from broadly advertising their services. Hedge funds used to be limited in how they promoted themselves online. But if you’re running a hedge fund or in the process of […]
May 8, 2019
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Monday morning briefing – May 6, 2019
Movement across borders by millionaires up 14% in 2018. Here are the fintech firms that you need to know for 2019. There is strong optimism and demand for alternative investments. And much more in this week’s briefing. Economic/industry news The Fed held its target range steady at 2.25%-2.50%: Fed holds rates steady, citing lack of […]
May 6, 2019
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Monday morning briefing – April 29, 2019
Fintech and the fourth industrial revolution. Could European equities benefit from a slowdown in U.S. share buybacks? How fintech can help the underserved. Actual fee disclosure missing in the Regulation Best Interest proposal. And much more in this week’s briefing. Economic/industry news The U.S. economy grew 3.2%, annualized, in the first quarter: U.S. economy grows […]
April 29, 2019
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Tuesday morning briefing – April 23, 2019
Hedge funds can’t ignore the widespread adoption of ESG principles. Family offices becoming the preferred model for high-net-worth advisors. How organizations can optimize their use of data. And much more in this week’s briefing. Economic/industry news The inflation rate in Canada rose to 1.9% in March: Inflation rises 1.9% on higher fresh vegetable prices, mortgage […]
April 23, 2019
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Are passive ETFs passé?
While passive exchange-traded funds (“ETFs”) represent a significant majority of the capital flowing into the US$3.4 trillion global ETF industry, actively managed and strategic beta (rules-based) ETFs could be poised to quickly gain ground on their passive peers. Actively managed and strategic beta ETFs are among the most popular types of strategies being launched by […]
April 18, 2019
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U.S. regulatory trends – 2019 and beyond
Are financial services regulatory issues exciting? Not always. Are they important? Absolutely. We’re living in an era of heightened legal scrutiny – as well as heightened scrutiny in the court of public opinion. As a result, financial services firms and marketers must track regulatory changes and prepare for the consequences of these changes. It is […]
April 18, 2019
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Upcoming macroeconomic events – April/May 2019
Do you write or edit portfolio manager commentaries? Do you want to stay on top of the macroeconomic events that shape your day-to-day life as a financial services marketer? If so, here are the big macro events that the ext. team is keeping an eye on over the coming weeks. On April 24, the Bank […]
April 18, 2019
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Monday morning briefing – April 15, 2019
Fintech is here and changing the way financial services firms do business. Customers want to purchase banking products and services digitally. Financial success may be harder for the next generation. The number of VC deals was down in the first quarter of 2019. And much more in this week’s briefing. Economic/industry news U.S. inflation rate […]
April 15, 2019
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Monday morning briefing – April 8, 2019
A look at why fintech firms’ valuations are surging in Latin America. New hedge funds are raising minimum investment amounts. A look at how liquid alts can add value to an investor’s portfolio. How to establish digital trust. And much more in this week’s briefing. Economic/industry news The U.S. unemployment rate was 3.8% in March: […]
April 8, 2019
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Monday morning briefing – April 1, 2019
Blockchain is a foundational technology that will take decades to foster. The wealth management industry must take note of how women entrepreneurs are managing their portfolios. Banks must partner with tech firms to avoid losing business to challenger banks. Are there enough private investment opportunities to meet demand? And much more in this week’s briefing. […]
April 1, 2019
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Monday morning briefing – March, 25, 2019
Understanding the differences between sustainable investing approaches. Companies benefit from API adoption. The financial advice industry needs regulators to act quickly on adopting digital technology. Three key steps to transform a bank. And much more in this week’s briefing. Economic/industry news The U.S. Federal Reserve Board (“Fed”) held interest rates steady: Fed holds line on […]
March 25, 2019
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Monday morning briefing – March 18, 2019
Wealth management falling behind in creating a great mobile app experience for clients. Price growth in luxury real estate slowed in 2018. Global banking regulators offer guidance on exposure to cryptoassets. And much more in this week’s briefing. Economic/industry news International Economic Data Snapshot – includes aggregated data of the worldwide economy: Snapshot: International economic data The U.S. […]
March 18, 2019
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