Gmail Is About to Summarise Your Investor Letters Before LPs Read Them. Here’s What That Breaks.
We already know that AI adjudicates some emails before hitting inboxes. Now, it will start ripping information from buried content just as quickly. TL; DR: writes disclosures in plain text for AI scanners. AI feature rollouts are becoming daily news. Unsurprisingly, earlier this month Google started to introduce its (now commonplace) AI Overviews inside Gmail […]
FCA Puts Financial Promotion Rules Under Review After Finding Just 6% of Investment Disclosures Are in Plain English
Greater plain-language disclosures are a cornerstone for the UK’s investment culture to flourish, at a time where illicit promotions are being targeted. TL;DR: assess your fund content’s readability scores. Readability scores are paramount for bettering an investor’s understanding of what is presented to them. This relates to all investment content: email newsletters, factsheets, in-depth reports, […]
AI Is Writing Client Communications at Nearly Half of RIAs. But Broker-Dealer Advisors Are Being Left Behind.
The skyrocketing usage of AI does not mean that all advisors are on board, meaning that fund marketers must juggle traditional and innovative content strategies. TL; DR: split AI-readable content per advisor group. The financial advisory business has become a prominent adoption of AI. In fact, the use of one AI tool or another is […]
New Advisor-Marketing Data Just Confirmed That Social Media Is the Worst-Performing Channel You Are Funding
“Revenue acquisition cost” is a great barometer for weeding out marketing channels that suck up spend and distract from genuine asset-raising. TL;DR: re-assess social media marketing spend. With fund marketers operating a whole ‘engine room’ of disparate outreach channels, finding out which ones are actually generating revenue relative to what they cost can be a […]