A blog for innovative fund marketing and investor servicing professionals

When it comes to the levered ETF crowd, timeliness is the key

By Courtney McQuade on September 26, 2016
levered etfs

We sat down with Andy O’Rourke, the Chief Marketing Officer at Direxion Funds, whose high-octane ETFs are well known by the trader community and tactical advisors. How would you describe Direxion and its range of products…

Friday Fund Marketing Roundup #13

By Courtney McQuade on September 23, 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….

Why FinServ Companies are Still Failing to Attract Female Customers

By David Prosser on September 22, 2016
FinServ Still Failing to Attract Female Customers

Does your asset management firm struggle with a lack of female customers? If so, you’re almost certainly not alone – many financial services companies are failing to attract women and while 17 percent of men have…

Could Snapchat Work for Financial Services Marketing?

By Katie Smart on September 20, 2016
snap chat

By now most financial services marketers are informed about LinkedIn, Twitter, Facebook, YouTube and even Instagram as digital resources for marketing campaigns. So, why not Snapchat? View: Our Infographic, Asset Management in the Social Era Tech-savvy…

Kurtosys shortlisted in Africa Service Providers Awards

By Bradley Mehl on September 17, 2016
Africa Service Providers Awards

Kurtosys is proud to be shortlisted in the Africa Service Providers Awards in the ‘Best fund accounting & reporting software provider’ category. The AGF Africa Service Providers Awards were created to honour and generate both industry…

Friday Fund Marketing Round-up #12

By Courtney McQuade on September 16, 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….

The Stakes are High for Wealth Managers in a Digital Future

By Hannah Smith on September 15, 2016
The stakes are high for wealth managers in a digital future

Wealth managers risk losing more than half their net income if they fail to deliver the digital experience clients now expect, a new report suggests. Capgemini’s World Wealth Report 2016 says firms offering poor digital experiences…

Our South Africa Expansion: 6 to 60 and Beyond

By Scott Gellman on September 14, 2016
kurtosys cape town expansion

Over the past 18 months, we have grown our South African operation tenfold, and we have a clear plan to expand it even further.  After just returning from our Cape Town office, I realize how ambitious…

Technology May Be Fiduciary-Bound Advisors’ Saving Grace

By Karen Riccio on September 13, 2016
Technology May Be Fiduciary-Bound Advisors’ Saving Grace

Welcome to part two of the two-part series that addresses the new fiduciary rule recently handed down by the U.S. Department of Labor, looking at the effect it is having on the financial industry, and how companies…

Friday Fund Marketing Round-Up #11

By Katie Smart on September 9, 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….

Recent Events in Fund History [INFOGRAPHIC]

By Farnham Rankin on September 8, 2016
Recent events in fund history

The history of funds is a rich one with many important events shaping the industry we know today. From the Dutch merchant and broker, Adriaan van Ketwich, forming a trust back in 1774 to the US…

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