Articles by Courtney McQuade

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…

Friday Fund Marketing Roundup #16

By Courtney McQuade on October 14, 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,…

Former Robo-Advisor Exec Highlights Why Human Advice is Better

By Courtney McQuade on October 13, 2016
Katharine Earhart, Former Robo-Advisor Exec Highlights Why Human Advice is Better

After a seven-year stint on the retail side with Schwab, Katharine Earhart worked at one of the original robo-advisors – mPower.com Inc., an online advisor to 401Ks , eventually purchased by Morningstar. She then spent 14…

Friday Fund Marketing Roundup #15

By Courtney McQuade on October 7, 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,…

Friday Fund Marketing Roundup #14

By Courtney McQuade on September 30, 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….

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….

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….

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