It’s the regulatory news that is on every institution’s metaphorical lips: MiFID II or, in its full glory, the Markets in Financial Instruments Directive (II). Indeed, this behemoth of European Union legislation has been the basis…
Asset management firms have some catching up to do – research continues to show an industry that lags behind the rest of the financial services sector when it comes to using data and analytics technologies. One…
TSAM is pitched as an event for senior decision makers from the world’s most innovative and forward-thinking asset managers globally. That’s why on June 21st 2017, Kurtosys are excited to be exhibiting at the event in…
Firstly, I’d like to start with a disclosure: This blog is not about the legal interpretation of MiFID or an analysis of the detailed prose of the directive and associated legislation. If you do want to…
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%…
This blog post will examine some financial services (FinServ) that are marketed towards women in hopes of encouraging financial literacy among females (especially millennials like myself), as well as spreading the word on the financial resources…
The foundation of any financial firm’s digital experience starts with a well-designed, data-driven website. MyPrivateBanking conducted extensive research to compile the ultimate report on desktop and mobile websites for fund managers. The report analyzes the strong and weak…
A poster caught my eye during a recent visit to the Big Bang Data exhibition in London. The poster prompted me to think about this digital age, and was a reminder of my constant, total immersion in a…
2015 was an exciting year for the global asset management industry. The popularity of robo-advisors, the rise of Millennials and the growth of ETFs were just a few drivers of change in the asset management sector…
TalkTalk thinks this autumn’s cyber attack could cost it £35m – and that’s before the reputational damage that the telecoms company has suffered at the hands of its tormentors. To which leading financial services companies –…
If you are a wealth manager or fund administrator, then you probably use a secure portal to distribute data and documents to your advisors and investors. But as users become increasingly tech-savvy and almost two-thirds (65%) of…
Who wants paper from their asset manager or wealth management firm? In most markets, customers are charged to upgrade when new services become available, but in the investment business, this model has been turned on its…
