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

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…

Five Insights From The Women in Finance Power 100

By Courtney McQuade on November 24, 2016
Five Insights From The Women in Finance Power 100

While robo-advisors are quickly gaining popularity, many agree they’ll never replace the human touch. Why? Because investing has an emotional dimension to it. Most people would agree it’s confusing and scary. Add to that mix a…

Former Robo-Advisor Exec Highlights Why Human Advice is Better

By Courtney McQuade on October 13, 2016
Katharine Earhart, Former Robo-Advisor Exec Highlights Why Human Advice is Better

After a seven-year stint on the retail side with Schwab, Katharine Earhart worked at one of the original robo-advisors – Inc., an online advisor to 401Ks , eventually purchased by Morningstar. She then spent 14…

When it comes to the levered ETF crowd, timeliness is the key

By Courtney McQuade on September 26, 2016
levered etfs

We sat down with Andy O’Rourke, the Chief Marketing Officer at Direxion Funds, whose high-octane ETFs are well known by the trader community and tactical advisors. How would you describe Direxion and its range of products…

Wealth Manager Chronicles Changes in the Industry Past, Present and Future

By Courtney McQuade on August 18, 2016
San Francisco houses

I had an opportunity to sit down with Risley Sams, a San Francisco based Wealth Manager, who’s had a long career helping people attain their financial goals. His firm’s motto is “invest with purpose.” Whether its…

A former SEC Commissioner’s perspective on the DOL Fiduciary Rule

By Gerritt Graham on July 28, 2016
DOL fidicuary ruling

An interview with Dan Gallagher, former SEC Commissioner As part of our Kurtosys Insights series, we caught up with Dan to get his views on the effects of the DOL’s Fiduciary ruling, a potential Trump presidency,…

Report exposes Wealth Managers are failing to reach their digital potential

By Luke Hinchliffe on July 26, 2016
wealth managers digital potential

MyPrivateBanking – an independent research firm based in Switzerland – analysed 15 secure online and mobile presences of 12 wealth managers worldwide, which are only accessible to clients. Using over 60 criteria, they evaluated areas such…

Women in ETFs: My conversation with the co-founder

By Courtney McQuade on July 20, 2016
Deborah Fuhr Interview- Women in ETFs ft image

Recently I wrote a blog about the commercial importance of targeting women as a separate market segment in the ETF industry. In the blog I mentioned an interview I had with Deborah Fuhr, one of the…

Why “The Ride Matters” in Transparency for Investment Marketing

By Courtney McQuade on July 14, 2016
Investment Transparency ft image

As part of our “Kurtosys Insights” series, we are speaking to some of the asset management industry’s leaders and experts and asking their thoughts and opinions on the industry, digital technology, and the future. Barry Mandinach…

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…

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…

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