Resources

Welcome to our Resources page – a comprehensive library of valuable insights and crucial regulatory documentation curated with a singular purpose: to empower your financial marketing efforts and help you navigate the complex regulatory landscape.

01

the WhitePaper on how investment firms attract and retain top industry stakeholders

2022

Whitepaper: How investment firms attract and retain key stakeholders in a world of digital accessibility

02

2022

Exclusive publication in Acquisition Aficionado: article on how to source deals and attract funding for business acquisitions

03

2022

Interview at Capitalnet.tv with our partner Jester Schilder on Stakeholder Retention for Investment firms

04

2022

Whitepaper: Millennial investors – The Dawn of the New Economy

Regulatory sources

05

2022

Regulatory guidelines investment marketing in Europe by ESMA

06

2022

Regulatory guidelines for finfluencer

07

2022

Regulatory guidelines investment marketing in The United States of America

08

2022

Regulatory guidelines investment marketing in the United Kingdom