millennials

Friday Fund Marketing Roundup #26

By Elliot Burr on December 23, 2016
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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,…

Performance measurement and reporting: the next battleground

By David Prosser on December 6, 2016
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How will asset managers adapt to the changing demographics of their client base, which will increasingly be dominated by digital savvy millennials in the years ahead? The challenge will be twofold; not only do these investors…

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…

Friday Fund Marketing Roundup #16

By Courtney McQuade on October 14, 2016
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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,…

Asset Management in the Social Era [INFOGRAPHIC]

By Paul Fawcett on August 24, 2016
Asset Management in the social era

PwC’s June 2016 report, #SocialMediaStudies: Asset Management in the Social Era, reviewed the growth of social media globally and in terms of asset management brands. They uncovered research in which 62% of millennials said that if a brand engages with…

Twenty-First Century Wealth Management: A Question of Trust

By John Greenwood on July 27, 2016
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It’s surprising how long the wealth management sector has managed to get away with a ‘trust us and don’t ask too many questions’ approach. True, most people want to leave the complicated stuff to the experts,…

Could ‘Gamification’ Make Millennials Care About Pensions?

By Hannah Smith on July 18, 2016
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With Britain’s exit from the EU being largely decided by ‘the grey vote’, things look worse than ever for downtrodden Millennials. Financial commentators are warning that Brexit means we will all be drawing our pensions later,…

Snapchat: The Millennial Friendly Robo-Advisor?

By Katie Smart on July 5, 2016
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There are a few rumours buzzing around that Snapchat (a social media app specifically for smartphones) could be offering the next robo-advisor service for your smartphone. Speculations on how a snapchat robo-advisor would work have been circling…

A Bear Market: Uncharted Territory for Robo-Advisors and Millennials

By Karen Riccio on June 28, 2016
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Over the past couple of years, we’ve witnessed the blending of a new generation of investors and new breed of advisors. On one hand, we have more than 75 million millennials, a group of 17- to…

11 Wealth Management Apps for Android

By Katie Smart on June 13, 2016
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Countless companies have websites and tools for digital wealth management. Many offer appealing features such as real time financial news updates, stock tracking tools and interactive user-friendly graphs. Growing digitalisation and interactions with millennials within the finance sector demands…

The Rise of the Gig Economy: New Implications for Retirement Plans

By Courtney McQuade on May 19, 2016
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Every day, more and more people join the “gig economy.” If you’re not familiar with the term, the gig economy is defined as independent contractors with flexible work hours acting as their own boss. Today’s biggest…

Fund Managers & Advertising: A Millennial’s Perspective

By Sarah Mardiney on April 22, 2016
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For fund managers working in a digital age, advertising is changing drastically. Print advertising or word-of-mouth is simply not going to be effective in maintaining client relationships in today’s online world. Effective advertisements can attract clients, as well…