A recent whitepaper published by Progress shares some conflicting statistics about the urgency for digital transformation vs the progress of digital transformation. Several highlights from the whitepaper include the following; 2/3 of corporate execs have digital transformation at the centre of their corporate strategy 86% of same say that they have 2 years to make significant inroads […]
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Earlier this year I had the pleasure of meeting Shawn Kanungo at our InvestorCOM client conference, where he was the keynote speaker. Shawn is one of the most engaging speakers I have seen in a long time. He had the entire audience fully focused on his amazing presentation “Be Bold, Be Brave, Be Experimental”, […]
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Like many organizations, InvestorCOM has been increasingly focused on innovation as technology and the financial services industry in which we provide solutions, both undergo dramatic change. Disruption and Innovation were the topics of our recent conference and we all came away with some ideas that we might each use to advance our own innovation agendas. […]
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Tremendous strides have been made by women in the most recent generation, as evidenced by several statistics cited in a recent RBC Perspectives Magazine issue: -Women represent 56% of students enrolled in post-secondary education -The employment rate for women has increased to 57.5% vs 40% in 1976, compared to the rate for men, which […]
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This recently published article caught my eye. It outlines the plan for more emphasis on financial literacy in the Ontario high school curriculum. There are 28 high schools (700 students) involved in a pilot, with a re-designed course to be in place in fall 2018. Raising the level of financial literacy of the next generation […]
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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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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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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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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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