Articles by Courtney McQuade

Women in ETFs: More than Meets the Eye?

By Courtney McQuade on July 7, 2016
Women in ETFs logo

Recently there’s been a lot of talk surrounding the increasing numbers of women having a hand in designing cars. When you think about it, it makes sense. Women buy the majority of automobiles and they influence 80%…

Kurtosys Insights: Boutique Asset Manager Eyes Marketing Innovations

By Courtney McQuade on June 29, 2016
Oakland Bridge Marketing Innovation Setting

With over 16 years in the financial industry, and over six as the Global Marketing Director at Broadmark Asset Management LLC, Rawson Gulick has witnessed the evolution of the asset management industry and distribution. She took…

#FinServ: Embracing the Fast Paced Social Revolution

By Courtney McQuade on June 20, 2016
social media and #finserv

Over the past decade, social media has taken the world by storm. Frightened by the specter of regulatory oversight, it’s taken financial services longer to adopt. That said, there has been a fundamental shift in our…

14 of the Best Designed ETF Websites

By Courtney McQuade on June 10, 2016
best designed ETF websites

We’ve blogged plenty about ETFs in the last year, so we thought it was timely to do one of our favorite ‘design roundups’ but this time focusing on the best designed ETF websites. The popularity of…

Commonfund’s unique digital offering balances public & privileged investor content

By Courtney McQuade on June 3, 2016

As part of our continuing Kurtosys Insights series – we caught up with Tony Ialeggio, the CMO at Commonfund. As a private, nonprofit organization, part of Commonfund’s core mission is to enhance the financial resources of their clients and to…

Kurtosys Insights: Tactical Strategist surveys the asset management landscape

By Courtney McQuade on June 1, 2016
Macro Economy

Long time market observer and strategist Jim Welsh has spent many decades watching the markets and sharing his insights in the financial industry through his well-known newsletter MacroTides, which is followed by many of the smartest…

The Rise of the Gig Economy: New Implications for Retirement Plans

By Courtney McQuade on May 19, 2016
gig economy

Every day, more and more people join the “gig economy.” If you’re not familiar with the term, the gig economy is defined as independent contractors with flexible work hours acting as their own boss. Today’s biggest…

Kurtosys Insights: Blockchain Challenges Investment Management Culture

By Courtney McQuade on May 11, 2016
Blockchain Challenges Investment Management Culture

Blockchain has quickly become a hot topic of conversation in the financial industry. However, the full potential may not yet be well understood. A Google search of “blockchain” can leave you with mind numbing results that have you…

How to succeed with Social Media Compliance in Financial Services

By Courtney McQuade on May 5, 2016
social media compliance

There’s no denying that social media is no longer a “nice to have.” It’s a required part of any company’s marketing strategy, in any industry. Although the financial services industry has been the last industry to…

Advisors: Are you getting the most out of LinkedIn to build your business?

By Courtney McQuade on April 15, 2016
LinkedIn for Advisors

Social media is not the future. Social media is right now. If you’re a financial advisor, every day you’re not active on LinkedIn is a missed opportunity to connect with prospects, reinforce your value to clients, and…

11 Examples of Financial Data on Social Media

By Courtney McQuade on February 25, 2016

From hashtags to Twitter polls, there are a variety of tactics asset and fund management marketers can use to help drive engagement on social media. Financial institutions optimize these channels to share their content and connect…

Asset Management Marketing on a Shoestring Budget

By Courtney McQuade on January 21, 2016

One of the most difficult obstacles a small asset manager faces is how to execute an effective digital marketing plan on a tight budget. Even with limited resources, these marketers have to find ways to attract…