Women in Finance

Women in FinTech: Julie Watts [Interview]

By Elliot Burr on October 11, 2017

Welcome to the first blog in a series on women leaders at Kurtosys, covering their experiences in the Financial Services and Technology industries. Today we meet with Julie Watts, Director of Business Operations. Having spent over 4 years…

Choreographing the perfect marketing strategy for asset management

By Courtney McQuade on September 6, 2017

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

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

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 Wealth Whisperer: An Interview with Winnie Sun

By Courtney McQuade on July 5, 2017

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…

Wealth Management: A Digital Perspective from April Rudin

By Courtney McQuade on March 16, 2017

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…

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 – mPower.com Inc., an online advisor to 401Ks , eventually purchased by Morningstar. She then spent 14…

Why FinServ Companies are Still Failing to Attract Female Customers

By David Prosser on September 22, 2016
FinServ Still Failing to Attract Female Customers

Does your asset management firm struggle with a lack of female customers? If so, you’re almost certainly not alone – many financial services companies are failing to attract women and while 17 percent of men have…

Kurtosys Power 100: The Most Influential Women in Finance on Twitter

By Courtney McQuade on August 1, 2016
women in finance power100

Welcome to the Women in Finance Power 100! Each week we track the most influential financial #women on Twitter using Klout score. If you consider yourself a #finserv social influencer then join the race by clicking the grey “Join” button…