The AI email sounds great, until you realize it’s based on a deal record no one updated. Marketing’s new campaign has a similar problem: it missed...
In the age of real-time tweets, snaps, and texts, email marketing is still the most powerful and cost effective marketing tool available. Imagine if...
Numbers can be complex. Condensing months of volatility or price activity from an asset class or sector, or explaining performance in terms of...
What is an infographic? An infographic is any graphic that presents and explains often complex information in a visually appealing and simplified...
According to the Alternative Investment Management Association the majority of alternative investment management firms are able to turn a profit and...
It’s not easy to communicate all that you do as a financial service with just 140 characters or less.
Writing quarterly letters to investors is a fact of life for portfolio managers, financial advisors, and other professionals in the asset management...
With the rising temperatures of summer, there’s no cooling down in the headlines as fintech remains hot. From the discussion that fintech should...
Twitter is the Route 66 of the online information superhighway and its model of immediacy makes it a useful tool for those seeking news that is...
Advances in FinTech, changes in regulation, and a continuing evolution of how investments are bringing (unprecedented?) change the financial services...
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