A blog for innovative fund marketing and investor servicing professionals

Performance measurement and reporting: the next battleground

By David Prosser on December 6, 2016
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How will asset managers adapt to the changing demographics of their client base, which will increasingly be dominated by digital savvy millennials in the years ahead? The challenge will be twofold; not only do these investors…

1x1s: The Importance of Employee Feedback

By Scott Gellman on December 5, 2016
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Early in life, I was determined to lead an organization. Reflecting back, I didn’t understand the role of leadership, and truth be told, I am still evolving as a leader myself.  I have found that there…

Friday Fund Marketing Roundup #23

By Elliot Burr on December 2, 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,…

Robo-Advisors: It’s all about people

By Courtney McQuade on November 30, 2016
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Investors today want to find a safe place to learn about investing where they feel comfortable enough to ask questions. Can FinTech and Robo-Advisors be the answer? I had the opportunity to speak with Krysten Merriman, head of marketing for…

Sellers of Annuities Beware

By Karen Riccio on November 29, 2016
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There’s always been a lot of trash talking surrounding annuities and the advisors who sell them, but it’s grown even dirtier and louder with the changes to fiduciary law set forth by the U.S. Department of…

Five Step SEO Strategy for Fund Marketing Websites

By Richard Watts on November 28, 2016
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One of the biggest challenges faced by many of our Asset and Wealth Management clients is the creation of an SEO strategy and the tactical implementation. This is either due to the lack of resource or…

Friday Fund Marketing Roundup #22

By Elliot Burr on November 25, 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,…

Five Insights From The Women in Finance Power 100

By Courtney McQuade on November 24, 2016
Five Insights From The Women in Finance Power 100

While robo-advisors are quickly gaining popularity, many agree they’ll never replace the human touch. Why? Because investing has an emotional dimension to it. Most people would agree it’s confusing and scary. Add to that mix a…

Content can be king for asset managers

By David Prosser on November 23, 2016
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Asset managers increasingly believe that focusing on the customer experience is a crucial challenge as they explore digital transformation and how it might enable them to compete in the evolving marketplace. But what does that mean…

How 6 Asset Managers Reacted to the US Election

By Farnham Rankin on November 22, 2016
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It has been almost two weeks now since one of the most surprising nights in political history, with Donald Trump beating Hillary Clinton to become the 45th President of the United States of America. It is…

Investment Professionals: Don’t be a LinkedIn Luddite!

By Courtney McQuade on November 21, 2016
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Social media is not the future. Social media is right now.    If you are a financial services professional, every day you’re not active on LinkedIn is a missed opportunity to connect with prospects, reinforce your…

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