Fund Marketing

Kurtosys Spotlight: BNY Mellon IM rebrand, Zoe Robson, hybrid advisors

By Elliot Burr on June 14, 2019
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This week’s edition of Kurtosys Spotlight features BNY Mellon IM’s successful rebrand, Architas’ Zoe Robson, Pride Month in investment management, FundForum 2019, and Bank of America’s hybrid model push. Rebrand news: BNY Mellon Investment Management As…

Kurtosys Spotlight: Lumyna, Ed Lecky-Thompson, AI continues

By Elliot Burr on June 7, 2019
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This week’s edition of Kurtosys Spotlight features a firm’s rebrand to Lumyna, Ed Lecky-Thompson, social media in investment decisions, cybersecurity, AI, the World Fintech Report and the results of the #PaymentsRace. Digital Leader Spotlight: Ed Lecky-Thompson,…

Kurtosys Spotlight: data-driven marketing, Christopher Murphy, #PaymentsRace

By Elliot Burr on May 31, 2019
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This week’s edition of Kurtosys Spotlight features Christopher Murphy from Aegon, the insurance world and ETFs, a data-driven marketing eBook, our psychology podcast with Dr Daniel Crosby, and the #PaymentsRace. Digital Leader Spotlight: Christopher Murphy –…

Kurtosys Spotlight: Europe’s fintech crown, Mary Jane Ajodah, a ‘new India’

By Elliot Burr on May 24, 2019
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This week’s edition of Kurtosys Spotlight features BNY Mellon’s Mary Jane Ajodah, social media mistakes, our podcast with Byron Lotter, Europe’s most valuable fintech, panel discussions and a ‘new India’. Digital Leader Spotlight: Mary Jane Ajodah,…

Kurtosys Spotlight: Paul Kay, storytelling webinar, #MentalHealthAwarenessWeek

By Elliot Burr on May 17, 2019
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This week’s edition of Kurtosys Spotlight features our psychological podcast with Dr Simon Moore, Jupiter’s Paul Kay, successful storytelling in investment management marketing, asset management’s fintech foray, neuroinclusion, and #MentalHealthAwarenessWeek. Digital Leader Spotlight: Paul Kay, Head…

Kurtosys Spotlight: Human capital, Rob Brown, e-sport investing

By Elliot Burr on May 10, 2019
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This week’s edition of Kurtosys Spotlight features digital leader Rob Brown, a report into human capital, our social media and #Fintwit chat with Courtney McQuade, e-sport investing, finserv’s foray into blockchain, and fintech’s finest sporting competition….

Kurtosys Spotlight: Tom Hughes, financial therapy, ALFI conference

By Elliot Burr on May 3, 2019
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This week’s edition of Kurtosys Spotlight features our chat with CopyLab’s Niels Footman, Allianz Global Investors’ Tom Hughes, an upcoming webinar between us and Vested, financial therapy, investing psychology, and details of next week’s ALFI conference….

Kurtosys Spotlight: Rina Amin, Earth Day, client-facing tech

By Elliot Burr on April 26, 2019
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This week’s edition of Kurtosys Spotlight features environmental impact investing, our podcast with Ben Phillips from EventShares, Janus Henderson Investors’ Rina Amin, Instagram tips and boosting client-facing technology. Digital Leader Spotlight: Rina Amin, Global Head of…

Wooing RIA Gatekeepers: The “VIP Approach”

By Dan Sondhelm on April 25, 2019
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A growing number of fund companies realize that Registered Investment Adviser (RIA) firms are the future of the intermediary business. This is a challenge for fund distribution teams, since traditional product-focused email marketing campaigns and wholesaler…

Kurtosys Spotlight: WealthTech100, Pascal Strölin, money market funds

By Elliot Burr on April 18, 2019
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This week’s edition of Kurtosys Spotlight features the WealthTech 100, our recent chat with Clear Path Analysis’ CEO Noel Hillmann, Pascal Strölin, TSAM’s edition in Toronto and the rise of money market funds in China. Digital…

Kurtosys Spotlight: Rodney Dickson, Morningstar Conference, London fintech

By Elliot Burr on April 12, 2019
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Welcome to our weekly digital spotlight! This week’s edition of Kurtosys Spotlight features a return for ETFs, Colonial First State’s Rodney Dickson, podcast and webinar recaps, the upcoming Morningstar conference, Game of Thrones excitement and the…

Kurtosys Spotlight: Anne-Marie McConnon, CX tips, Stackie awards

By Elliot Burr on April 5, 2019
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Welcome to our weekly digital spotlight! This week’s edition of Kurtosys Spotlight features customer experience pointers, banking futures, the state of UK sales, BNY Mellon’s Anne-Marie McConnon, a podcast with the Wealth Mosaic, and 2019’s Stackie…

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