Gabriel Altbach joined Voya Investment Management as managing director and chief marketing officer, Voya announced Tuesday. Mr. Altbach replaces Rebecca Kniesel, who left the company in November 2019 ...

In the fall, it will be two years since the compliance deadline for the SEC Marketing Rule for investment management firms, but how are firms ensuring that they stay within the rules? A new report ...

The US Securities and Exchange Commission (SEC) recently released two new sources of guidance for the Marketing Rule. On February 26, the SEC Division of Investment Management released an FAQ ...

The SEC's newly unveiled guidelines around its Marketing Rule may prove to be a mixed blessing for investment advisors, as some of the brighter lines it draws may leave certain registrants offside and ...

CEO William Newlands stated that Constellation Brands is navigating continued macroeconomic challenges, especially among Hispanic consumers, with 80% of surveyed Hispanic and non-Hispanic consumers ...

In anticipated amendments to guidance on the Securities and Exchange Commission’s marketing rule, the regulator’s Division of Investment Management has lightened the burden for registered investment ...

MINNEAPOLIS--(BUSINESS WIRE)--Principal Marketing Associates (“Principal Marketing Associates”, “PMA” or the “Firm”), a specialized marketing firm focused on serving alternative investment managers, ...

On December 22, 2020, the Securities and Exchange Commission announced it had finalized reforms under the Investment Advisers Act to modernize rules that govern investment adviser advertisements and ...

Discover how third-party marketers help hedge funds attract investors and grow assets. Explore services, costs, and career ...

The Changing Landscape of Asset Management Marketi... The Changing Landscape of Asset Management Marketing The Role of the Client Journey in Asset Management Marketing Future Trends in Asset ...

Gone are the days of “one-size fits all” marketing. In order to maximize your revenues and the return on your marketing investment, you need to build customer personas, segment your lists and ...