Each year we survey hundreds of financial advisors across the United States, United Kingdom, and France about their attitudes on the digital marketing initiatives directed towards them, from you guessed it, fund marketers just like you.

It’s almost time to release our 2018 DMS Email results, but while we work tirelessly to crunch the numbers, we made our previous DMS reports available for you to download.

DMS Email: In this report, we crack down on how many emails advisors receive each week from providers (lots), when they read them (mornings) and how much the type of content influences when the emails are read (quite a lot).

Read how your emails can become more usable, more targeted and more relevant.

DMS Video: From best practices in planning and promoting your video marketing initiatives to why video marketing is still relevant in the marketing mix – we have you covered.

Learn how investors choose which videos to watch (and don’t watch), to their ideal video length and who they want to see on screen.


DMS Events: If you host conferences, roadshows, or webinars, you’ll want to read this report on tips for setting up the event of the year.

See how investors choose which events to go to, what time of day they prefer them to be and, crucially, how far they’re willing to travel.

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But wait, there’s more. As mentioned we’re brewing up a fresh batch of data for 2018 that you won’t want to miss. Want a first-hand look presented by our team?