A blog for innovative fund marketing and investor servicing professionals
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FinTech


Investment research platform gets huge boost from MiFID II


Tim Cooper on June 15, 2017

Financial technology start-up Alpha Exchange realised that MiFID II was about to give the investment research market a new regulatory imperative.

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FinTech


The Fintech World Series: Brazil


Elliot Burr on June 13, 2017

A nascent star on the global fintech scene, Brazil's largely unbanked population is allowing for emerging disruptors to take over the financial world.

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Fund Marketing


KIIDs reform: compliance burden or marketing opportunity?


David Prosser on June 12, 2017

Asset managers need to think about more than simple compliance with new rules as they redesign their KIIDs to meet the requirements of MiFID II and PRIIPs.

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Digital Marketing


Friday Fintech Marketing Roundup #45


Elliot Burr on June 09, 2017

This week’s round up brings you data swamplands, ‘superstar’ ETFs, statistically sound infographics and a land of unicorns.

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Digital Marketing


Using Google Analytics Benchmarks for your Investment Management Website


Luke Hinchliffe on June 08, 2017

Google Analytics Benchmarks is a useful tool for digital marketers as more data has become available for investment management websites.

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Regulation


The DOL’s Fiduciary Rule Still in Limbo


Karen Riccio on June 07, 2017

With President Trump past the official 100-day honeymoon period of his first term, here's a little more certainty on the fate of the DOL fiduciary rule.

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News


Kurtosys CFO Scott Gellman wins CFO Innovation Award


Luke Hinchliffe on June 06, 2017

We're proud to announce that Scott Gellman, the Kurtosys CFO/COO, has won in this year's CFO Innovation Awards.

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Digital Marketing


Fintech Marketing Monthly: May ’17 [Video]


Elliot Burr on June 02, 2017

May’s round up presents France's fintech boost under Macron, blockchain hell and more LinkedIn tips from our social media expert.

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Wealth Management


Do elections matter to fund investors?


David Prosser on May 31, 2017

Whether investors should pay any attention to market predictions during elections or not is a difficult debate, reviewed here by David Prosser.

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FinTech


The Fintech World Series: Singapore


Elliot Burr on May 30, 2017

Singapore is small but mighty, with an unbelievably supportive government allowing its innovative businesses and regulatory environment to flourish.

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Digital Marketing


Friday Fintech Marketing Roundup #44


Elliot Burr on May 26, 2017

This week’s round up brings you the countdown to GDPR, finserv rebranding, another breakthrough for Bitcoin and blockchain’s version of hell.

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FinTech


Robo-advice must evolve into valuable financial planning


Tim Cooper on May 25, 2017

London-based wealth manager Stadden Forbes is planning to take robo advice to a new level by offering a comprehensive digital financial planning service.

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