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 < 1 min
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 4 mins
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 3 mins
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 < 1 min
Isn’t strategy only done in-house?
Companies outsource for countless reasons, but one area that is becoming increasingly popular is strategy. Some people might recoil at the thought; afterall, isn't that a key business priority that should be safeguarded in-house? But an outside perspective and access to wider industry expertise could make the difference between coming up with a broad plan or crafting a step-by-step strategy of how to achieve your goals.
20 June 3 mins
Investing in knowledge can pay marketing dividends
Advisers need technical understanding to be able to assess increasingly complex strategies and the fluency to explain them to clients in a Consumer Duty world. Product brochures and factsheets alone no longer suffice. In response, leading firms are building educational platforms where advisers can learn, ask questions and get help when taking the theoretical and making it tangible.
13 June 3 mins
Marketing active ETFs in a volatile market
ETF interest has continued to boom across both retail and institutional markets, driven in part by rising financial literacy on platforms like TikTok and Instagram. As retail investors grow more confident, active ETFs have emerged as a compelling option because they offer a streamlined pathway to strategy, flexibility, and downside management. But with growing popularity comes strong competition.
05 June 2 mins
A checklist of objectives for investment marketers in 2024
As we open our shiny new 2024 calendars, the mood amongst marketing leaders seems a little more cheerful. Having held back or even given up budget in 2023, priority projects are moving forward once more. The need to get ahead in this highly competitive market can’t wait.
10 January 5 mins
Build up CX by breaking down silos
In this first episode of Two in Twenty Kirsten Hastings, Head of Content at White Marble Consulting, is joined by Michelle Calcutt, Director of Client Experience at Aviva Investors, and Twink Field, CEO and Founder of White Marble.
31 July < 1 min
The benefits of flexible working hours and top tips
In a recent poll we asked you to choose the most impactful thing employers can do to improve…
02 June 4 mins