investing

The uncomfortable conversation about retirement

By Courtney McQuade on August 23, 2017
Retirement-Interview

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 Focus #1

By Elliot Burr on July 28, 2017
28-July-Roundup-FI

Welcome to our asset management marketing roundup The world of finance is currently under a period of vast digital transformation. Traditional institutions from banks to fund managers are under increasing amounts of pressure from new technologies;…

Generating Income in Today’s Low Interest Rate Climate Takes Creativity

By Karen Riccio on July 19, 2017
Creativity-Income

Investors who risked even a single penny in the stock or real estate markets over the past 17 years understand intimately the pain of losing money and how it can alter their mindset. If they deny…

Central Banks Are Doing the Unthinkable – Buying Stocks

By Karen Riccio on June 19, 2017
Global-Stocks

Low interest rates are a borrower’s best friend, a fixed-income investor’s worst nightmare, and one reason many people suggest the integrity of global stock markets is in serious jeopardy. It’s one thing when a group of…

Friday Fintech Marketing Roundup #43

By Elliot Burr on May 19, 2017
FinTech Marketing Roundup

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,…

Friday Fintech Marketing Roundup #42

By Elliot Burr on May 12, 2017
FinTech Marketing Roundup

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 asset managers must learn to love fund research agencies

By David Prosser on May 11, 2017
Fund-research-love

How crucial is fund research in helping investors and financial advisers to decide on which funds deserve their time and money? The short answer is very, whether you’re marketing direct to a retail audience or targeting…

Friday Fund Marketing Roundup #37

By Elliot Burr on March 24, 2017
Friday-Roundup-New-3

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,…

Smart Beta 2.0: Carving a New Pathway in the Wild West of ETFs

By Courtney McQuade on March 23, 2017
Smart Beta ETF Wild West

The world of smart beta is in its infancy. Traditional indexes are constructed based on market capitalization. Creative and resourceful individuals are turning the idea of index construction upside down on its head by introducing new…

Friday Fund Marketing Roundup #34

By Elliot Burr on February 24, 2017
Friday-Roundup-New-3

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 fund managers need to be better listeners

By David Prosser on February 7, 2017
Fund-manager-listeners

Fund managers are good at communicating with investors and potential investors: they publish a broad range of information, some fund-specific, some not, and make imaginative use of creative design; they’re also increasingly savvy about the power…

Robo-Advice Breaks New Ground with Hedge Fund for the Masses

By Hannah Smith on June 16, 2016
robo-advisor invest.com

Retail investors are coming in from the cold. No longer content to stick with the ‘safe option’ of low yielding traditional asset classes, they want to get in on the action at the top end of…

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