Fund Marketing

Kurtosys Spotlight: InsurTech report, Thorsten Heymann, speed dating

By Elliot Burr on October 11, 2019
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This week’s edition of Kurtosys Spotlight features Allianz’ Thorsten Heymann, the 2019 World InsurTech Report, our interview with Kames’ Mark Savage, Libra coin updates, and fund manager speed dating. Digital Leader Spotlight: Thorsten Heymann, Global Head…

Kurtosys Spotlight: Colleen Rodgers, Bunq, 11:YEARS

By Elliot Burr on October 4, 2019
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This week’s edition of Kurtosys Spotlight features Matthews Asia’s Colleen Rodgers, the top 300 pension funds, Bunq in the EU, our podcast with Olivier Khatib, year-end articles beginning, and the release of 11:YEARS. Digital Leader Spotlight:…

Kurtosys Spotlight: Ya’eesh Cader, PrimeCap, #WFDayofService

By Elliot Burr on September 27, 2019
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This week’s edition of Kurtosys Spotlight features Sanlam Investments’ Ya’eesh Cader, PrimeCap Odyssey Funds, the future of attracting talent from the IA, cannabis ETFs in Europe, the lang cat’s DEADx Talks, and Wells Fargo’s charitable initiatives….

Kurtosys Spotlight: James Bryan, Global WealthTech Summit, vegan ETF

By Elliot Burr on September 20, 2019
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This week’s edition of Kurtosys Spotlight features Vanguard’s James Bryan, growing investment opportunities in the US cannabis market, Microsoft Dynamics for wealth managers, Global WealthTech Summit, sporting fintech partnerships, and the coming of the Vegan ETF….

From simply keeping up to thriving – 4 tips for financial marketers to increase competitiveness

By Leandi Kolver on September 19, 2019

The financial services industry is changing, firms are becoming more customer-centric, focusing on digital transformation and doing all they can to improve operational efficiency and do more with less. As a result, the industry is becoming increasingly competitive…

Kurtosys Spotlight: Marc Schraer, bond ETFs, Wealth/Stack 2019

By Elliot Burr on September 13, 2019
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This week’s edition of Kurtosys Spotlight features Griffith Norville, the meteoric rise of bond ETFs, our new CRO Marc Schraer, the future of client experience for advisors, the Big Issue and highlights from Arizona’s Wealth/Stack 2019….

Kurtosys Spotlight: Simon Mott, influencer marketing, Uber fintech

By Elliot Burr on September 6, 2019
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This week’s edition of Kurtosys Spotlight features LGIM’s Kassie Siwo-Gasa, clean energy investing, HANetf’s Simon Mott, influencer marketing, Uber’s foray into fintech and Santander’s educational #DontGetKurupted marketing campaign. Digital Leader Spotlight: Kassie Siwo-Gasa, Head of Digital…

Kurtosys Spotlight: Robin Stevens, the FCA and PSD2, Mark Polson podcast

By Elliot Burr on August 23, 2019
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This week’s edition of Kurtosys Spotlight features Aviva’s Robin Stevens, active investing habits, our podcast with the lang cat’s Mark Polson, open banking, PSD2 updates, and transatlantic fantasy football/stock-picking. Digital Leader Spotlight: Robin Stevens, Global Head…

Kurtosys Spotlight: Plastic-free investing, Madeline Delianides, DMFS

By Elliot Burr on August 16, 2019
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This week’s edition of Kurtosys Spotlight features Voya IM’s Madeline Delianides, plastic-free investing, sales and marketing technology, Brexit on fintech updates, DMFS Midwest and Chris Skinner’s future for banking. Digital Leader Spotlight: Madeline Delianides, VP Marketing…

Kurtosys Spotlight: Simon Mott, robo-advisor comparisons, Sibos 2019

By Elliot Burr on August 9, 2019
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This week’s edition of Kurtosys Spotlight features HANetf’s Simon Mott, customer-centricity, a teenager’s perspective of robo-advice, diversity measures, Sibos 2019, and the return of (financial) Fantasy Premier League. Digital Leader Spotlight: Simon Mott, Director of Marketing…

Kurtosys Spotlight: Cheryle Dobbs, megatrends, Womenomics

By Elliot Burr on August 2, 2019
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This week’s edition of Kurtosys Spotlight features a report on current megatrends, PineBridge’s Cheryle Dobbs, how different generations invest, Ben Phillips’ podcast series, acquisition news and a 20 year reflection on Womenomics. Digital Leader Spotlight: Cheryle…

Kurtosys Spotlight: Liz Waldron, political reactions, Launch with GS

By Elliot Burr on July 26, 2019
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This week’s edition of Kurtosys Spotlight features our new infographic, an interview with Robeco, a podcast with Liz Waldron from Vanguard UK, reactions to current politics, Goldman Sachs’ new initiative and France’s advancing crypto regulations. Digital…

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