A blog for innovative fund marketing and investor servicing professionals

The Future of Marketing in Financial Services

By Courtney McQuade on April 20, 2017
Marketing-in-Financial-Services

Technology is a top priority for corporations across all industries as they look to capitalize on the advanced analytics available from big data. Marketing and sales strategies at financial firms have changed dramatically in recent years…

Dodd-Frank Reform: Why Would It Force the UK to Relax Regulation?

By Graham Jarvis on April 19, 2017

US President Donald Trump signed an Executive Order on 3rd February 2017 to review the 2010 Dodd-Frank financial regulations, which were brought in to prevent another 2008 financial crisis.  Simon French, Panmure Gordon’s chief economist, explains…

Friday Fintech Marketing Roundup #40

By Elliot Burr on April 14, 2017
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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,…

Getting ready for GDPR

By David Prosser on April 12, 2017

New data regulation due to come into force in just over a year’s time will bring challenges, but also opportunities. Thirteen months and counting. In May 2018, new laws on data protection and privacy come into…

The Fintech World Series: Denmark

By Elliot Burr on April 11, 2017
Denmark featured images

Fintech is exploding. It is a global industry, striving to change the future of finance. …And the future is now. At Kurtosys, we’ve set out to cover exactly what’s happening in the financial industry the world…

Friday Fund Marketing Roundup #39

By Elliot Burr on April 7, 2017
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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,…

Why 2017 could be the year for action on robo-advice

By Tim Cooper on April 5, 2017
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After years of regulatory change centred on the retail distribution review (RDR), many organisations are now ready to join the robo-advice revolution. Having watched the RDR landscape evolve and pioneering technologies develop, the industry is turning…

Friday Fund Marketing Roundup #38

By Elliot Burr on March 31, 2017
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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,…

Fund managers, who are you talking to?

By David Prosser on March 29, 2017
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Fund managers who are targeting marketing materials and other communications at financial advisers may be surprised by just how many of them are outsourcing investment decisions. The intermediary sector is an obvious priority focus for fund…

The Fintech World Series: Switzerland

By Elliot Burr on March 28, 2017
Switzerland featured image

Fintech is exploding. It is a global industry, striving to change the future of finance. …And the future is now. At Kurtosys, we’ve set out to cover exactly what’s happening in the financial industry the world…

Friday Fund Marketing Roundup #37

By Elliot Burr on March 24, 2017
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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,…

Smart Beta 2.0: Carving a New Pathway in the Wild West of ETFs

By Courtney McQuade on March 23, 2017
Smart Beta ETF Wild West

The world of smart beta is in its infancy. Traditional indexes are constructed based on market capitalization. Creative and resourceful individuals are turning the idea of index construction upside down on its head by introducing new…

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