In the News


Harnessing the Power of SEO to Generate Qualified Leads

June 12, 2019

For SEO to work effectively, it can take several months to see results and it requires ongoing management to refine the methods and improve results, says Dan Sondhelm, in the Kurtosys blog.

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BlackRock’s acquisition of BGI 10 years ago fuels breakneck growth of investment giant

June 11, 2019

Ten years ago, BlackRock took a giant step toward becoming the world’s largest money manager, announcing it would acquire Barclays Global Investors. Dan Sondhelm shared his insight on the deal and what it means for asset managers today with Pension’s and Investments.

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Financial Advisors: How To Harness the Power of SEO to Generate Qualified Leads

June 03, 2019

Just building a website doesn’t mean investors will come. It needs to be digitally wired to make it visible and accessible to wandering eyes. An increasing number of advisors are discovering the ROI benefits of search engine optimization (SEO), not only in generating website traffic, but also for attracting more qualified leads. This story was picked up on Nasdaq.

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Harnessing the Power of SEO to Generate Qualified Leads

June 03, 2019

 Just building a website doesn’t mean investors will come. It needs to be digitally wired to make it visible and accessible to wandering eyes. An increasing number of advisors are discovering the ROI benefits of search engine optimization (SEO), not only in generating website traffic, but also for attracting more qualified leads. This story appeared on 3PM.

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Why Financial Advisors Should Embrace Fintech

May 29, 2019

With billions of dollars in venture capital flowing into fintech each year, it is quickly getting to the point where financial advisors must choose whether to fight the onslaught or learn to adopt fintech solutions as a way to better serve their clients. Consider taking advantage of fintech technologies for these four reasons. This article was published on Iris.

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Why Public Relations is More Important Than Ever for Asset Managers

May 02, 2019

If you are a boutique asset manager, how do you stand out when times become volatile, and how will sophisticated investors know what you stand for? A market downturn may be an opportunity to invest in your growth, while others sit on the sidelines.

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Harness the Power of SEO to Generate Qualified Leads

April 25, 2019

Just building a website doesn’t mean investors will come. It needs to be digitally wired to make it visible and accessible to wandering eyes. An increasing number of advisors are discovering the ROI benefits of search engine optimization (SEO), not only in generating website traffic, but also for attracting more qualified leads.

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Marketing Numbers and Narrative: A Winning Combination

April 10, 2019

What’s more important to emphasize – a fund’s investment performance analytics or its investment process and management team. Both. To illustrate this point, I figured that a hypothetical analogy – just in time for the start of the baseball season – might be appropriate.

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How Digital Assets Can Drive Sales (Webinar Highlights)

April 04, 2019

In a recent Third Party Marketing Association webinar, “How Digital Marketing Drives Sales”, Kurtosis’ Rich Watts and Dan Sondhelm shared their insight on how firms are using digital marketing strategies to increase the level of engagement with their target audience and empower their sales teams with actionable data.

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How to Avoid Wasting Your Money on Marketing Automation

April 03, 2019

Asset managers are purchasing marketing automation platforms which can cost between $1,500 and $2,500 per month on a subscription basis with long-term commitments. Yet, many are using it like a $100 per month, no commitment MailChimp or Constant Contact program. That’ like buying a Porsche and driving it like it’s a Hyundai. Why spend the money if you don’t benefit from more utility? This story was picked up on Nasdaq.

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