BCG: Retail Investors Now Discover Funds on YouTube and Comparison Sites But Asset Managers Are Barely There
BCG’s newly published Global Asset Management Report 2026 delivers an uncomfortable data point for the industry’s marketers: the channels increasingly shaping where retail money goes are ones the industry has barely touched. In the firm’s April 26 report, “Distribution Is the New Source of Advantage in Asset Management,” BCG researchers write that comparison websites, social […]
Brunswick Survey: 93% of Institutional Investors Say They Won’t Invest Without Trusting Management – Even With Strong Numbers
Brunswick Group’s 2026 US Investor Survey, published in February and based on responses from 100 US institutional active-equity investors split evenly between long-only managers and hedge funds, puts a hard number on something IR teams have long suspected: trust outweighs performance. 93% of respondents said they would not invest in a company without trusting its […]
SEC’s Third Marketing Rule Risk Alert Puts Testimonials, Influencers, and Ratings Squarely in Exam Scope
On December 16, 2025, the SEC’s Division of Examinations published its third risk alert in under three years on the Advisers Act Marketing Rule, this one narrowing in on testimonials and endorsements and third-party ratings. The recurrence of alerts for June 2023, April 2024, and now December 2025, on the same rule tells you examiners […]
IR Teams’ AI Use Jumps From 6% to 42% in a Year – But a Measurement Gap Is Widening, Irwin Survey Finds
Investor relations software provider Irwin (a FactSet company) has published its State of Investor Relations 2026 report, based on responses from 223 IR professionals, consultants and executives globally. The headline number is stark: AI adoption within IR teams rose from 6% a year ago to 42% today, though Irwin’s researchers are careful to frame this […]
Schwab’s 2026 RIA Benchmarking Study: Marketing Strategy, Not Market Beta, Now Separates the Growth Leaders
Schwab’s 2026 RIA Benchmarking Study: Marketing Strategy, Not Market Beta, Now Separates the Growth Leaders Charles Schwab published its 2026 RIA Benchmarking Study this month, drawing on self-reported data from 1,236 independent advisory firms that custody assets with Schwab, collectively representing more than $2.5 trillion under management. Fielded between January and March 2026, it is […]