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Simple Rules

I recently stumbled upon the book “Simple Rules….How to Thrive in a Complex World” written in 2015 by Donald Sull and Kathleen M. Eisenhardt. Research by these authors reveals that exceptional company performance, in a wide range of industries facing both resource limitations and chaotic conditions, share a common theme: The best companies use simple […]

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InvestorCOM Conference – Disruption in Wealth Management

Wealth Management continues to be a tremendous growth opportunity for Financial Services. In 2017, global high-net-worth investments exceeded $70 trillion with annual growth approaching 8%. Despite the opportunity that this growth might suggest, there are increasing pressures on profitability for the Wealth Management sector worldwide. The industry is undergoing significant change. We believe that there […]

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Advisor’s Value is 4.08%!

The value of advice from an advisor is under tremendous scrutiny with the new CRM2 regulations and with emerging alternatives such as robo-advisors. Many advisors and dealers are playing defense as their fees and value propositions are being questioned by many industry stakeholders. The recent “value of advice” study by Russell Investments highlights that advisors […]

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42.2 km: A Microcosm of Business and Life

  With spring marathon season in high gear, I find myself with plenty of training and thinking time.  It strikes to me that the most important lessons learned in running are equally true in business, and in life.  If you are a runner, these will resonate with you.  If you aren’t, there is an undeniable […]

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Accenture publishes 2017 Compliance Risk Study

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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Reports of my Death are Greatly Exaggerated

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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What is ETL? Why do I care?

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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Why we should talk about the Sustainable Development Goals (SDGs)

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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Abundance: The Future is Better Than You Think

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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Project Post-Mortem: Do or Doom

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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