financial advice

Friday Fund Marketing Roundup #31

By Elliot Burr on February 3, 2017

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,…

Gearing up for the robo-advice generation

By David Prosser on April 4, 2016
robo human handshake

Does robo-advice represent the solution for the ‘advice gap’ that many fear has developed since the retail distribution review (RDR) reforms that came into effect three years ago? Regulators certainly think it can be part of…

Disruptive Marketing: Will the T-Mobile of Asset Management Please Stand Up?

By Matt Stone on February 27, 2014

Fairness. Value. Flexibility. What brands am I describing? Roll the clock back a year or two and it wouldn’t have been a mobile phone carrier, yet today, T-Mobile is celebrated for turning an industry on its…

Asset Management Websites through the Looking Glass into 2014

By Mash Patel on November 26, 2013
Through the Looking Glass

Are you planning an extraordinary digital channel for your brand, or another vanity website? During 2013 we’ve given a lot of airtime to user experience and the power of making digital journeys simple, intuitive and fast….

Social solutions to engage investors

By Hazel McHugh on July 9, 2013

Facebook: friend or foe? “Facebook is killing my business,” says veteran investment advisor Jeff Barefoot. Barefoot’s words may not chime with the majority of financial advisors. In fact, in a recent Accenture study, 77% of FAs…

Win:Win: When client demands make great business sense

By Hazel McHugh on October 23, 2012

Last week’s post ended with this potentially worrying image showing how the pool of attractive clients has the potential to shrink in the post-RDR landscape. Whilst research shows that 4/5 High Net Worth (HNW) individuals are…

A new year, a new era. The Retail Distribution Review is coming.

By Hazel McHugh on October 15, 2012

No-one with even a passing interest in the wealth management industry will be unaware that the Retail Distribution Review (RDR) is looming and whilst there are many opportunities to be seized, no-one should underestimate the seismic…

Brilliant Mind

By Hazel McHugh on July 18, 2012
Wobbly Table

What matters most to investors? Growth, security and income all come high on the list, of course. But what about the emotional side of investing? Isn’t a critical part of an adviser’s role to try and…

RDR an inspiration? It just might be.

By Hazel McHugh on June 27, 2012

It may not have quite the excitement of an assault on Everest, but we are looking forward to RDR causing some new opportunities and, dare we say it, providing some new inspiration to counter all the…

Trust issues and why financial advice might be all in the mind

By Hazel McHugh on June 14, 2012

A person’s relationship with money can get complicated. You don’t need me to tell you that. Many of you are financial professionals with first-hand experience of how complex financial advice can become. It’s not just the…

MoneyVista: A digital stroll towards the future of financial advice?

By Hazel McHugh on April 12, 2012
Innovation team

A couple of weeks ago I wrote a post for our sister blog over at called 3 reasons to stop interrupting and listen.  It was inspired by this quote from Craig Davis, Chief Creative Officer,…

I never ‘Liked’ you anyway

By Hazel McHugh on April 10, 2012
Thumbs up

For every article ramming social media down the throats of the financial services sector there’s another ‘revealing’ why social networking has no place in banking or why people don’t want #financialadvice on Twitter. So, who’s right?…

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