Articles by Courtney McQuade

‘Trading Places’ and the trading floor: Bev Shah’s journey to FinServ CEO

By Courtney McQuade on January 15, 2018
nyc-stock-exchange

An Interview with Bev Shah, Founder & CEO of City Hive – Women in Asset and Investment Management What drew you into the financial services industry? It was the film Trading Places. I watched it in my…

Linda Duncombe: Citi’s “fintegration” in the ever-changing fintech landscape

By Courtney McQuade on December 20, 2017
Citi-fintech-NYC

An interview with Linda Duncombe, Managing Director and Head of Growth, Chief Marketing Officer at Citi FinTech What’s your transition been like from Australia to New York City? In many ways, my transition from Australia to…

From EA to CEO, how this female founder kick-started her new venture

By Courtney McQuade on December 13, 2017
Sonya-Dreizler-FI

An interview with Sonya Dreizler, founder of Solutions with Sonya and former financial services CEO It’s a fact that women in finance show slim representation, and at the executive level, even more so. The Financial Times gathered…

Is Wall Street still a bastion of male domination?

By Courtney McQuade on November 27, 2017
Wall-Street-Male-Dominance

We are in the midst of a fire storm of controversy today chronicling inappropriate work place behaviors between men and women. The revelations about Silicon Valley and Hollywood are bringing renewed attention to this subject. Wall…

How South Korea’s mutual fund pioneer embraces digital disruption

By Courtney McQuade on September 25, 2017
Seoul

An Interview with Matthew Morgan, Global Strategic Marketing & Business Development Manager at Mirae Asset Global Investments The asset management industry has been notoriously slow in the adoption of technology. Competition and now better regulation are fueling…

Choreographing the perfect marketing strategy for asset management

By Courtney McQuade on September 6, 2017
LRI-Luxembourg

An interview with Dr. Catherine Burgy, Head of Marketing & Corporate Communications at LRI Group Marketing is sometimes a complicated dance of information and sales. It requires a deep understanding of the business, the client and…

The uncomfortable conversation about retirement

By Courtney McQuade on August 23, 2017
Retirement-Interview

An interview with Mariko Wilcox, Financial Advisor at Northwestern Mutual It’s easy to put off today what we need for tomorrow, but now Americans are starting to regret their procrastination of planning for retirement and, for…

Asset management marketing: keeping pace in an ever changing world

By Courtney McQuade on August 10, 2017
Marketing-Strategy

An interview with Samantha Hurditch, Managing Director at Wellsmarketing Consultancy Ltd Over the past decade the financial services industry has encountered unprecedented changes in technology and regulation, making marketing particularly delicate. With clients entrusting us with…

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…