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Connecting the Dots – Winnie Sun [Podcast]

By Elliot Burr on October 16, 2019
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In this edition of our Connecting the Dots podcast, we chat with co-founder of Sun Group Wealth Partners and social media influencer Winnie Sun. Winnie outlines her history as a financial advisor, the founding of her…

Kurtosys Spotlight: InsurTech report, Thorsten Heymann, speed dating

By Elliot Burr on October 11, 2019
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This week’s edition of Kurtosys Spotlight features Allianz’ Thorsten Heymann, the 2019 World InsurTech Report, our interview with Kames’ Mark Savage, Libra coin updates, and fund manager speed dating. Digital Leader Spotlight: Thorsten Heymann, Global Head…

Kurtosys Spotlight: Simon Mott, robo-advisor comparisons, Sibos 2019

By Elliot Burr on August 9, 2019
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This week’s edition of Kurtosys Spotlight features HANetf’s Simon Mott, customer-centricity, a teenager’s perspective of robo-advice, diversity measures, Sibos 2019, and the return of (financial) Fantasy Premier League. Digital Leader Spotlight: Simon Mott, Director of Marketing…

Kurtosys Spotlight: Tina Cracknell, Investment 20/20, ESG risk

By Elliot Burr on July 12, 2019
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This week’s edition of Kurtosys Spotlight features Tina Cracknell, alternative data, ESG risk, our interview with Generali Investment’s Giovanni Ricciolio, a CX event, Investment 20/20 and a bank’s noteworthy marketing efforts. Digital Leader Spotlight: Tina Cracknell…

Kurtosys Spotlight: BNY Mellon IM rebrand, Zoe Robson, hybrid advisors

By Elliot Burr on June 14, 2019
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This week’s edition of Kurtosys Spotlight features BNY Mellon IM’s successful rebrand, Architas’ Zoe Robson, Pride Month in investment management, FundForum 2019, and Bank of America’s hybrid model push. Rebrand news: BNY Mellon Investment Management As…

Connecting the Dots – Dr Daniel Crosby [Podcast]

By Elliot Burr on May 16, 2019
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In the latest edition of our Connecting the Dots podcast, we chat with Dr Daniel Crosby, Chief Behavioural Officer at Brinker Capital. Bringing his expertise as a clinical psychologist to the firm, Daniel talks about his…

Connecting the Dots – Niels Footman [Podcast]

By Elliot Burr on April 23, 2019
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On the latest episode of our Connecting the Dots podcast, we talk with Niels Footman, Managing Director at investment writing agency CopyLab. As outlined in this 20 minute talk, Niels came to CopyLab from an editorial…

Connecting the Dots – Ben Phillips [Podcast]

By Elliot Burr on April 16, 2019
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In the latest edition of our Connecting the Dots podcast, we chat with Ben Phillips, Chief Investment Officer at EventShares. Ben, based in Newport Beach California, explains how he and his business partner set up EventShares…

Connecting the Dots – Stephen Wall [Podcast]

By Elliot Burr on March 25, 2019
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In another edition of our Kurtosys Podcast, we chat to Stephen Wall, who is the co-founder and head of marketplace and content at The Wealth Mosaic – a resource for wealth managers to better understand their…

How financial services tapped into the World Cup

By Elliot Burr on July 17, 2018
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Oh, what a glorious year. The 2018 World Cup, first met with some skepticism, has been one of the competition’s most memorable tournaments for years, and for many reasons. Champions of Brazil’s 2014 effort Germany –…

How financial services firms embraced Pride

By Elliot Burr on July 11, 2018
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Last week saw 2018’s addition of the burgeoningly popular Pride festival in the UK: a celebration of diversity, inclusion and acceptance focusing on (but not limited to) the global LGBT+ community. In London, partying on the…

Six things the best financial videos have in common

By Robin Powell on February 26, 2018
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It was five years ago that I left mainstream television to focus on producing video content for the financial sector. It’s been a huge learning experience. What works on TV, for instance, doesn’t always transfer well…

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