A blog for innovative fund marketing and investor servicing professionals

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…

The KIDs aren’t alright: PRIIPs bring problems for fund marketers

By Hannah Smith on October 11, 2016
investor risk

Perhaps the greatest challenge of fund marketing is figuring out how best to convey complex information to potential customers. The material produced needs to be clear, accurate, engaging, and compliant with current regulation. But it is…

Friday Fund Marketing Roundup #15

By Courtney McQuade on October 7, 2016
Fund Marketing Friday Ft Image

Welcome to our digital marketing round-up Here at Kurtosys we fall down the digital rabbit hole so you don’t have to. We’ve pulled out some of the best reports, eBooks and articles from the digital sphere,…

Human Advisors Have the Emotional Edge Over Robo-Advisors, For Now

By John Greenwood on October 6, 2016
Emotional robo-advisors

A raised eyebrow, wince or frown – surely these are precisely the things the flesh-and-blood adviser can identify that his or her robo counterpart will never be able to. Well perhaps that is no longer the…

Are UK Fund Managers Jeopardising Transparency?

By David Prosser on October 4, 2016
UK fund manger transparency

Neil Woodford is used to making headlines, but his firm, Woodford Investment Management, is in the news for slightly different reasons right now. The UK’s best-known fund manager has announced he is to scrap bonuses at…

MiFID II Level 2: Sales, Distribution & Marketing…are you miffed?

By Mash Patel on October 3, 2016
MiFID-II Level 2

Firstly, I’d like to start with a disclosure: This blog is not about the legal interpretation of MiFID or an analysis of the detailed prose of the directive and associated legislation. If you do want to…

Friday Fund Marketing Roundup #14

By Courtney McQuade on September 30, 2016
Fund Marketing Friday Ft Image

Welcome to our digital marketing round-up Here at Kurtosys we fall down the digital rabbit hole so you don’t have to. We’ve pulled out some of the best reports, eBooks and articles from the digital sphere….

Best Practices for Sales on Social Media

By Katie Smart on September 28, 2016
sells on social media

Social media is a great tool for marketers, it increases client engagement and encourages a positive brand image. Check out our post 7 Ways for Asset Management Marketers to Begin the Social Sell However having salespeople…

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…

Friday Fund Marketing Roundup #13

By Courtney McQuade on September 23, 2016
Fund Marketing Friday Ft Image

Welcome to our digital marketing round-up Here at Kurtosys we fall down the digital rabbit hole so you don’t have to. We’ve pulled out some of the best reports, eBooks and articles from the digital sphere….

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…

Could Snapchat Work for Financial Services Marketing?

By Katie Smart on September 20, 2016
snap chat

By now most financial services marketers are informed about LinkedIn, Twitter, Facebook, YouTube and even Instagram as digital resources for marketing campaigns. So, why not Snapchat? View: Our Infographic, Asset Management in the Social Era Tech-savvy…

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