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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.

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.

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.