Articles by Courtney McQuade

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….

Recent Events in Fund History [INFOGRAPHIC]

By Courtney McQuade 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…

Wealth Manager Chronicles Changes in the Industry Past, Present and Future

By Courtney McQuade on August 18, 2016
San Francisco houses

I had an opportunity to sit down with Risley Sams, a San Francisco based Wealth Manager, who’s had a long career helping people attain their financial goals. His firm’s motto is “invest with purpose.” Whether its…

Kurtosys Power 100: The Most Influential Women in Finance on Twitter

By Courtney McQuade on August 1, 2016
women in finance power100

It’s been fun! But unfortunately this list is no longer being updated, it was last updated on May 15, 2018. Thank you to all those who participated in our leaderboard.   Five Insights From The Women…

Women in ETFs: My conversation with the co-founder

By Courtney McQuade on July 20, 2016
Deborah Fuhr Interview- Women in ETFs ft image

Recently I wrote a blog about the commercial importance of targeting women as a separate market segment in the ETF industry. In the blog I mentioned an interview I had with Deborah Fuhr, one of the…

Why “The Ride Matters” in Transparency for Investment Marketing

By Courtney McQuade on July 14, 2016
Investment Transparency ft image

As part of our “Kurtosys Insights” series, we are speaking to some of the asset management industry’s leaders and experts and asking their thoughts and opinions on the industry, digital technology, and the future. Barry Mandinach…

12 Facts About B2B Digital Marketing [INFOGRAPHIC]

By Courtney McQuade on July 11, 2016
Digital Marketing The Facts FT Image

Here at Kurtosys we are avid promoters of social media and content creation in financial services. These digital methods are invaluable for marketers, not only do they help companies keep up with rising numbers of millennial clients and colleagues,…