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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It is becoming increasingly important for financial organizations to implement sustainability into their practices and their mindsets, whether it is to keep up with their competitors, meet government regulations, appease interested stakeholders, or because of their own ethical convictions. A recent Globe and Mail article describes the “MultiCapital Scorecard”, which resonated with me and may […]
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Project management excellence goes beyond the vital foundation of time, cost, scope and other traditional practices. At InvestorCOM and as a service provider, there are several other key elements to excellence. Communication, communication and communication Understanding our Clients and our Client’s business Adaptability and flexibility with our project management methodology Continuous improvement Project managers are […]
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This article by Adobe highlights the importance of delivering great customer experience regardless of regulatory and compliance burdens. “89% of businesses will be competing based on customer experience, despite burdensome security regulations” according to a recent Gartner study. The article also points out that in highly regulated industries (such as FS), the bar is currently […]
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A recent study from Boston-based Cerulli Associates found that advisors are more than 10 times more likely to contact clients via social media (23.6 times a year) than to meet with them in person (2.1 times annually). That concerns me for many reasons, not least of which is social media cannot offer the same support […]
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Rob Carrick offers a very clear and simple summary of the CRM2 reports that are due to hit investor’s mailboxes this month. The new CRM2 report is designed to provide a clear and transparent summary of the fees that investors pay their advisor for the investment management services provided. There is much industry banter about […]
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