Interviews

How South Korea’s mutual fund pioneer embraces digital disruption

By Courtney McQuade on September 25, 2017
Seoul

An Interview with Matthew Morgan, Global Strategic Marketing & Business Development Manager at Mirae Asset Global Investments The asset management industry has been notoriously slow in the adoption of technology. Competition and now better regulation are fueling…

Choreographing the perfect marketing strategy for asset management

By Courtney McQuade on September 6, 2017
LRI-Luxembourg

An interview with Dr. Catherine Burgy, Head of Marketing & Corporate Communications at LRI Group Marketing is sometimes a complicated dance of information and sales. It requires a deep understanding of the business, the client and…

The uncomfortable conversation about retirement

By Courtney McQuade on August 23, 2017
Retirement-Interview

An interview with Mariko Wilcox, Financial Advisor at Northwestern Mutual It’s easy to put off today what we need for tomorrow, but now Americans are starting to regret their procrastination of planning for retirement and, for…

Asset management marketing: keeping pace in an ever changing world

By Courtney McQuade on August 10, 2017
Marketing-Strategy

An interview with Samantha Hurditch, Managing Director at Wellsmarketing Consultancy Ltd Over the past decade the financial services industry has encountered unprecedented changes in technology and regulation, making marketing particularly delicate. With clients entrusting us with…

The Future of Fund Factsheets: 8 Industry Insights

By Courtney McQuade on July 6, 2017
Fund-Factsheets

Having already looked at what the future of asset management will be, we at Kurtosys are also specifically curious as to how the financial sector views the role that fund factsheets play. Are traditional fund factsheets…

The Wealth Whisperer: An Interview with Winnie Sun

By Courtney McQuade on July 5, 2017
Winnie-Sun-FI

At the young age of seven, Winnie began learning the value of money and sold avocados from her friend’s yard to friends and family in the neighborhood. Her parents made sure she understood that hard work…

Experience Morningstar: The Inside Scoop at #MICUS

By Courtney McQuade on May 16, 2017
morningstar conference 2017

An Interview with Leslie Marshall, Head of Experiential Marketing at Morningstar I know what you’re thinking: Head of Experiential Marketing—what is that? Well now, hang on a second. When you think about it, social media is…

Smart Beta 2.0: Carving a New Pathway in the Wild West of ETFs

By Courtney McQuade on March 23, 2017
Smart Beta ETF Wild West

The world of smart beta is in its infancy. Traditional indexes are constructed based on market capitalization. Creative and resourceful individuals are turning the idea of index construction upside down on its head by introducing new…

Wealth Management: A Digital Perspective from April Rudin

By Courtney McQuade on March 16, 2017
April-Rudin-Interview

April Rudin, a top marketing strategist for the financial services and wealth management sectors, founded her wealth management marketing firm in 2008 just as the fintech age began to ramp up, and it’s now exploding. With…

Embracing challenges is the key to success for this female fund manager’s journey

By Courtney McQuade on March 8, 2017
Gwen-Cheni Featured Image

In honor of International Women’s Day today, I’d like to shine a spotlight on an accomplished woman in the field of asset management. Women are severely underrepresented making up approximately 10% of the fund managers in…

Advisors: Are you ready to take your business to the next level?

By Courtney McQuade on January 26, 2017
financial advisors business next level

In this age of financial technology (fintech), advisors in all channels must find a way to differentiate themselves in order to survive and succeed. Overall, the financial services industry has been going through significant change at…

Robo-Advisors: It’s all about people

By Courtney McQuade on November 30, 2016
roboadvisor3

Investors today want to find a safe place to learn about investing where they feel comfortable enough to ask questions. Can FinTech and Robo-Advisors be the answer? I had the opportunity to speak with Krysten Merriman, head of marketing for…