As we head towards a promised land where tedious tasks are completed by uncomplaining robots; we must remember the true purpose of marketing is engagement, interaction, connection and trust. It’s about people and helping them feel something, whether that’s curiosity, confidence or security.
14 January 3mins
Two in Twenty with Paul Zettl
In this conversation, Paul Zettl shares his extensive career journey in financial services marketing and discusses key experiences at various firms. He emphasises the importance of building effective agency relationships, optimising marketing structures, and creating value-added programmes.
13 January < 1min
Two in Twenty with Aviva’s Kelly Mikhailoff
In this episode we talk to Kelly Mikhailoff of Aviva Investors. Hear her thoughts on team culture driven by diversity and empowerment, and key principles for marketing success.
17 December < 1min
What 20+ peer reviews told us to expect in 2026
The asset and wealth management firms winning in 2026 likely won’t be those with the most products, the biggest platforms, or the loudest marketing. Four key themes to watch out for next year.
11 December 4mins
Where finance meets feelings
Fear, greed, overconfidence, regret – we talk about emotions in investing all the time. These are the headline makers, the stomach churners, the buzzwords that grasp our attention during times of volatility or uncertainty. But that’s only scratching the surface.
04 December 3mins
Two in Twenty with MFS’s Lucy Davidson
In this episode we talk to Lucy Davidson of MFS Investment Management. Hear about her transition into a senior managerial role, and her thoughts on career development.
25 November < 1min
The 2026 Stewardship Code explained
Enhanced flexibility recognises that true stewardship is not one-size-fits-all but a nuanced dialogue that must be told in ways authentic to each manager
20 November 4mins
The future of asset management and ESG
“I think we will see firms continue to strip out explicit references to ESG and sustainability. They will favour language such as ‘resilience’ and ‘resilient’ and try to find other words that are less triggering,” says Alpha's Benjie Elston.
14 November 3mins
Two in Twenty with Janus Henderson’s Alanna Nensel
In this episode we talk to Alanna Nensel of Janus Henderson Investors.
Hear about her journey through the industry, and tips for success.
11 November < 1min
Shh… Don’t flaunt our green credentials
The growing disenchantment with ESG in the United States has been well documented and, if we are being honest with ourselves, should not really come as much of a surprise. All movements and trends experience a natural ebb and flow, shifting between popular and unfashionable, until they find their equilibrium.
05 November 3mins
Stop planning season feeling like a high wire act
With a clear long-term vision, outcome-focused discipline, joined-up objectives across sales and CX, and a practical governance and measurement framework, marketing becomes a reliable growth engine - not a guessing game.
