author

Digital Marketing


Kurtosys Spotlight: Graham Kellen, eagleglobal.com, robo-limitations


Elliot Burr on January 11, 2019

This week’s first edition of Kurtosys Spotlight features a CIO's perspective, music’s financial renaissance, reflections on robos and marketing wizardry in fintech.

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author

Data Visualization


Fund History 1774-2018 [infographic]


Ray Aso on January 10, 2019

We have put together a handy timeline infographic of the most significant events that have shaped the fund industry into how we see it today.

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author

Interviews


Regulation, Fee Pressure, Political Noise: CIO Perspectives from Psigma


Sam Shaw on January 07, 2019

Sam Shaw talks with Psigma Investment Management’s chief investment officer, Tom Becket, who shares his views on today’s “saturated” industry as we enter a new year.

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author

Digital Marketing


AMMF #67: Fintech in 2019, MiFID II backlash, Bitcoin’s creator


Elliot Burr on January 04, 2019

This week’s edition brings you the new year for wealth management, MiFID II’s problems, Orwellian fintech, and the identity of Bitcoin’s creator.

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author

Digital Marketing


AMMF #66: 2018 in review, young investor gifts, New Year trends


Elliot Burr on December 20, 2018

This week’s edition brings you views the year in review, global digital banking, new pension problems, 2019’s trends and Christmas gifts for young investors.

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author

Digital Marketing


The Top 7 Digital Marketing Trends to Hit Financial Services in 2019


Leandi Kolver on December 17, 2018

We’ve lined up the top 7 digital marketing trends expected to shape financial services marketing in the year to come.

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author

Digital Marketing


AMMF #65: A year of ETFs, fintech niches, Bitcoin memes


Elliot Burr on December 14, 2018

This week’s edition brings you views from the future, a year of ETFs, Christmas social media campaigns, and Bitcoin memes.

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author

Wealth Management


The Savvy Investor Awards 2018


Andrew Perrins on December 12, 2018

Savvy Investor curates the best pensions and investment white papers from around the world. Andrew Perrins takes us through this year's top picks.

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author

Kurtosys Platform


Latest Kurtosys release introduces new Segmentation List features


Leandi Kolver on December 11, 2018

The Kurtosys release comprises enhancements to the Segmentation Lists module that will help you improve the accuracy of your data while saving time.

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author

Document Distribution


Your Compliance Team’s 2019 Resolution


Carolyn Marsh on December 10, 2018

Compliance teams need to take action very soon if they wish to be among the first investment firms to put the new 'notice-and-access' practice into effect.

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author

Digital Marketing


AMMF #64: Marketing masterclass, GDPR returns, investing in alpacas


Elliot Burr on December 07, 2018

This week’s edition brings you a marketing masterclass, GDPR reflections, a blockchain revelation for the FSI, and alpaca investments.

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author

Interviews


Thoughts from Miton on Content, Technology & Fund Factsheets


Sam Shaw on December 06, 2018

Sam Shaw talks to Miton's head of marketing Mark Harper and digital strategist Rob Tyler on the firm's expansive evolution in content and technology.

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