Interviews

A selection of industry interviews we’ve conducted in and around the asset management industry.

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Company Culture


Women in FinTech: Julie Watts [Interview]


Elliot Burr on October 11, 2017

We talk with Julie Watts, Director of Business Operations, on her experiences working in the Financial Services and Technology industries here at Kurtosys.

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Digital Marketing


How South Korea’s mutual fund pioneer embraces digital disruption


Courtney McQuade on September 25, 2017

An interview with Matthew Morgan, Mirae Asset’s Global Strategic Marketing & Business Development Manager based in Seoul, South Korea.

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Interviews


Choreographing the perfect marketing strategy for asset management


Courtney McQuade on September 06, 2017

An interview with Dr. Catherine Burgy, Head of Marketing & Corporate Communications at LRI Group, on digital marketing strategy in the face of compliance.

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Interviews


The uncomfortable conversation about retirement


Courtney McQuade on August 23, 2017

An interview with financial advisor Mariko Wilcox, who describes her personal investment approach and the difficulties tailoring services to millennials.

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Interviews


Asset management marketing: keeping pace in an ever changing world


Courtney McQuade on August 10, 2017

An interview with Samantha Hurditch, Managing Director at Wellsmarketing Consultancy Ltd, discussing how to stay current in today’s dynamic environment.

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Fund Marketing


The Future of Fund Factsheets: 8 Industry Insights


Courtney McQuade on July 06, 2017

We asked 8 industry professionals whether traditional fund factsheets are crying out for disruption, or still an essential tool for investors.

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Interviews


The Wealth Whisperer: An Interview with Winnie Sun


Courtney McQuade on July 05, 2017

Winnie Sun, Managing Director of Sun Group Wealth Partners, discusses her road to becoming a financial advisor, her views on digital disruption and more.

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Digital Marketing


Experience Morningstar: The Inside Scoop at #MICUS


Courtney McQuade on May 16, 2017

An interview with Leslie Marshall at Morningstar's MICUS event, who shares the initiatives she’s working on in the realm of technology and social media.

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Interviews


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


Courtney McQuade on March 23, 2017

An interview with Greg Kapoustin, a former MSFT software engineer creating new products to help investors generate alpha and manage risk.

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Digital Marketing


Wealth Management: A Digital Perspective from April Rudin


Courtney McQuade on March 16, 2017

I had an opportunity to speak with April Rudin to ask her about some of the challenges and opportunities marketers in the financial services industry face.

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Interviews


Embracing challenges is the key to success for this female fund manager’s journey


Courtney McQuade on March 08, 2017

An interview with Gwen Cheni, a talented portfolio manager working for a San Francisco-based hedge fund, in celebration of International Women's Day.

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Interviews


Advisors: Are you ready to take your business to the next level?


Courtney McQuade on January 26, 2017

Rick Capozzi, from the Capozzi Advisory Group, discusses the problems that financial advisors face and gives his strategies on overcoming them.

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Digital Marketing


Robo-Advisors: It’s all about people


Courtney McQuade on November 30, 2016

Krysten Merriman from Canadian Robo-Advisor ModernAdvisor gives her take on how to connect with people through the right marketing channels and technology.

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Interviews


Five Insights From The Women in Finance Power 100


Courtney McQuade on November 24, 2016

We spoke with five of our 'Women in Finance Power 100' leaderboard to gain insights into their strategies for both Twitter, their careers and more.

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Interviews


Former Robo-Advisor Exec Highlights Why Human Advice is Better


Courtney McQuade on October 13, 2016

We sat down with Katharine Earhart, a former robo-advisor exec, to hear her story on why human advice is better when it comes to financial advice.

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Fund Marketing


When it comes to the levered ETF crowd, timeliness is the key


Courtney McQuade on September 26, 2016

We sat down with Andy O’Rourke, the CMO at Direxion Funds, whose high-octane ETFs are well known by the trader community and tactical advisors.

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Interviews


Wealth Manager Chronicles Changes in the Industry Past, Present and Future


Courtney McQuade on August 18, 2016

Wealth Manager, Risley Sams, has witnessed profound industry changes. He shares his impressions and insights on how it has changed and where it is going.

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Interviews


A former SEC Commissioner’s perspective on the DOL Fiduciary Rule


Gerritt Graham on July 28, 2016

We caught up with Dan Gallagher, former SEC Commissioner, to get his views on the DOL's Fiduciary ruling and it's effect on the asset management industry.

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Interviews


Report exposes Wealth Managers are failing to reach their digital potential


Luke Hinchliffe on July 26, 2016

We spoke to a MyPrivateBanking senior analyst on their report about how wealth managers digital potential is not being reached through their client portals.

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Interviews


Women in ETFs: My conversation with the co-founder


Courtney McQuade on July 20, 2016

We caught up with Deborah Fuhr, one of the co-founders of the group Women in ETFs and a financial services industry veteran.

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Fund Marketing


Why “The Ride Matters” in Transparency for Investment Marketing


Courtney McQuade on July 14, 2016

Investment transparency is a must. For investors "the ride matters as much as the results" - Barry Mandinach, Executive V.P. at Virtus Investment Partners.

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