Articles by Courtney McQuade

The Future of Fund Factsheets: 8 Industry Insights

By Courtney McQuade on July 6, 2017
Fund-Factsheets

Having already looked at what the future of asset management will be, we at Kurtosys are also specifically curious as to how the financial sector views the role that fund factsheets play. Are traditional fund factsheets…

The Wealth Whisperer: An Interview with Winnie Sun

By Courtney McQuade on July 5, 2017
Winnie-Sun-FI

At the young age of seven, Winnie began learning the value of money and sold avocados from her friend’s yard to friends and family in the neighborhood. Her parents made sure she understood that hard work…

Experience Morningstar: The Inside Scoop at #MICUS

By Courtney McQuade on May 16, 2017
morningstar conference 2017

An Interview with Leslie Marshall, Head of Experiential Marketing at Morningstar I know what you’re thinking: Head of Experiential Marketing—what is that? Well now, hang on a second. When you think about it, social media is…

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…

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…

Wealth Management: A Digital Perspective from April Rudin

By Courtney McQuade on March 16, 2017
April-Rudin-Interview

April Rudin, a top marketing strategist for the financial services and wealth management sectors, founded her wealth management marketing firm in 2008 just as the fintech age began to ramp up, and it’s now exploding. With…

Embracing challenges is the key to success for this female fund manager’s journey

By Courtney McQuade on March 8, 2017
Gwen-Cheni Featured Image

In honor of International Women’s Day today, I’d like to shine a spotlight on an accomplished woman in the field of asset management. Women are severely underrepresented making up approximately 10% of the fund managers in…

Advisors: Are you ready to take your business to the next level?

By Courtney McQuade on January 26, 2017
financial advisors business next level

In this age of financial technology (fintech), advisors in all channels must find a way to differentiate themselves in order to survive and succeed. Overall, the financial services industry has been going through significant change at…

Robo-Advisors: It’s all about people

By Courtney McQuade on November 30, 2016
roboadvisor3

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…

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…

Investment Professionals: Don’t be a LinkedIn Luddite!

By Courtney McQuade on November 21, 2016
linkedin

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…

Better than Vegas: Dreamforce 2016

By Courtney McQuade on October 28, 2016
Dreamforce

This year, the world’s biggest software conference brought together over 170,000 attendees to enjoy four fun-filled days of powerful keynotes, networking events, 2,700 sessions and, of course, the parties. It didn’t take Artificial Intelligence to figure out…