A blog for innovative fund marketing and investor servicing professionals

Friday Fund Marketing Round-Up #5

By Katie Smart on July 29, 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-…

Twenty-First Century Wealth Management: A Question of Trust

By John Greenwood on July 27, 2016
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It’s surprising how long the wealth management sector has managed to get away with a ‘trust us and don’t ask too many questions’ approach. True, most people want to leave the complicated stuff to the experts,…

Report exposes Wealth Managers are failing to reach their digital potential

By Luke Hinchliffe on July 26, 2016
wealth managers digital potential

MyPrivateBanking – an independent research firm based in Switzerland – analysed 15 secure online and mobile presences of 12 wealth managers worldwide, which are only accessible to clients. Using over 60 criteria, they evaluated areas such…

Friday Fund Marketing Round-Up #4

By Katie Smart on July 22, 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…

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
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…

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,…

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