A blog for innovative fund marketing and investor servicing professionals

Canada Relaxes Rules on Corrupt Business Practices

By Karen Riccio on July 21, 2016
Canada corrupt business practices

Just three short years ago, many Canadian companies and their employees came under fire for corrupt business practices and a lack of transparency. At the same time foreign officials accused the Canadian government of not enforcing…

Women in ETFs: My conversation with the co-founder

By Courtney McQuade on July 20, 2016
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Recently I wrote a blog about the commercial importance of targeting women as a separate market segment in the ETF industry. In the blog I mentioned an interview I had with Deborah Fuhr, one of the…

Could ‘Gamification’ Make Millennials Care About Pensions?

By Hannah Smith on July 18, 2016
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With Britain’s exit from the EU being largely decided by ‘the grey vote’, things look worse than ever for downtrodden Millennials. Financial commentators are warning that Brexit means we will all be drawing our pensions later,…

Friday Fund Marketing Round-Up #3

By Katie Smart on July 15, 2016
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Welcome to our digital marketing round-up Here at Kurtosys we fall down the digital rabbit hole so you don’t have to. We’ve pulled out some of the best reports, eBooks and articles from the digital sphere- ready…

Why “The Ride Matters” in Transparency for Investment Marketing

By Courtney McQuade on July 14, 2016
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As part of our “Kurtosys Insights” series, we are speaking to some of the asset management industry’s leaders and experts and asking their thoughts and opinions on the industry, digital technology, and the future. Barry Mandinach…

Does Cash Beat The Stock Market After All?

By David Prosser on July 12, 2016
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Could the dominance of exchange traded funds finally face a threat? New research that suggests passively-managed stock market exposure may not, after all, be the most productive asset allocation over the long term should give investors…

12 Facts About B2B Digital Marketing [INFOGRAPHIC]

By Alexandra Di Salvo on July 11, 2016
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Here at Kurtosys we are avid promoters of social media and content creation in financial services. These digital methods are invaluable for marketers, not only do they help companies keep up with rising numbers of millennial clients and colleagues,…

Friday Fund Marketing Round-Up #2

By Katie Smart on July 8, 2016
Fund Marketing Friday Ft Image

Welcome to our digital marketing round-up Here at Kurtosys we fall down the digital rabbit hole so you don’t have to. We’ve pulled out some of the best reports, eBooks and articles from the digital sphere. Ready…

Women in ETFs: More than Meets the Eye?

By Courtney McQuade on July 7, 2016
Women in ETFs logo

Recently there’s been a lot of talk surrounding the increasing numbers of women having a hand in designing cars. When you think about it, it makes sense. Women buy the majority of automobiles and they influence 80%…

Snapchat: The Millennial Friendly Robo-Advisor?

By Katie Smart on July 5, 2016
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There are a few rumours buzzing around that Snapchat (a social media app specifically for smartphones) could be offering the next robo-advisor service for your smartphone. Speculations on how a snapchat robo-advisor would work have been circling…

RegTech: A FinTech Fad or Favourite?

By Paul Fawcett on July 4, 2016
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This year regulation technology or #RegTech has been the word (or should I say hashtag) on everybody’s lips (Twitter feed). Ever since Deloitte published RegTech is the New FinTech, a paper explaining this emerging sector of…

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