Accenture’s most recent compliance study highlights several import findings; 89% of institutions surveyed are projecting an increase in compliance investments in the next 2 years They also state that in many cases, compliance departments have not taken advantage of the tools and technologies that can help it leverage the investments Compliance has now assumed it […]
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The mutual fund industry has suffered a lot of bad press over the last couple of years. Pressure to reduce fees, competition from alternative products such as ETFs and increased compliance are only a few factors that have dealt the industry many blows recently. Net redemptions for some funds have also suggested that the mutual […]
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The wealth-management industry is facing tremendous pressure due to growing compliance challenges from new regulation, increasing competition, margin compression, technological innovation and changing consumer behaviour. Yet, no single factor offers the potential to tip the balance — in your company’s favour or to its detriment — than digital transformation. This article was originally written […]
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The term ETL stands for Extract-Transform-Load. It may sound technical but there are valuable business applications that rely on it. ETL represents a process or set of processes to conduct a number of data management activities. Most companies around the world will use ETL services directly or indirectly through a vendor. From a high level […]
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The Sustainable Development Goals (SDGs) is a UN Initiative that was created in 2015 to be completed by 2030. There are 17 goals that have been designed to help UN members to frame their agendas and political policies (All of the goals are illustrated above, to learn more, please visit https://sustainabledevelopment.un.org/sdgs). These goals have been made […]
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I recently read the book “Abundance” written by Dr. Peter Diamandis (Founder / Chairman of XPRIZE and Co-Founder / Chairman of Singularity University) and Steven Kotler (Co-founder of Flow Genome Project), which was first published in February 2012. Although not new, this book remains highly relevant in today’s environment. Supported by a wealth of examples […]
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The importance of a project post-mortem is often overlooked. Many organization do not value or make time for this critical project closing activity. And often enough, the perception is due to ineffective facilitation of this vital process. At InvestorCOM, we take this process very seriously and always ensures that a post mortem is conducted. In […]
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A research report by Deloitte titled “10 Disruptive Trends in Wealth Management” highlights the key influences affecting this sector, four of which relate to emerging technology and regulatory change. The paper suggests that the wealth management industry is behind the curve in terms of leveraging technology, big data and analytics especially and goes so far […]
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Another year has come and gone, and business news sources are flush with stories about the continued rise of ETF’s. In a recent article, Joe Rosengarten of Wealth Professional ponders, “Is the growth of ETF’s unstoppable?” Like a snowball rolling down a hill, ETF’s have continued to pick up steam, and while once brushed aside […]
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I love this quote. It is timeless and has sweeping application: in business, in art, in life. I was reminded of it as I listened to a recent Harvard Business Review podcast that highlights a few topics from their 172 page January/February 2017 issue. In this podcast, HBR editor-in-chief, Adi Ignatius, interviewed well-known experts including […]
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