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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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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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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Guelph Hydro has used some interesting incentives to drive their e-migration strategy. Much industry attention has focused on billers that contemplate charging their clients for paper invoices…which has not surprisingly resulted in negative customer feedback. Guelph Hydro is incenting conversion by offering a $10 credit which makes a ton of sense – having their clients […]
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A few years ago, when Canada Post announced a reduction in service, fewer physical mailboxes and a price increase all at the same time, I wondered aloud if our grandchildren would even know what the delivery of physical mail meant? The recent announcement of a pending postal strike this summer involving 50,000 postal workers only […]
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Effective today, May 30, 2016, Point of Sale 3 regulation comes into effect. This means that advisors and dealers that are selling a mutual fund must provide Fund Facts disclosure prior to booking a mutual fund trade. This regulation, first announced in 2009 has had several phases including the introduction of the Fund Fact in […]
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Forrester’s article emphasizes the importance of human insight and thinking in a post-digital world. As our organizations digest and rely on more data from an increasing number of channels, many fear the reduced role of human-led decision making. Will our organizations be reduced to data-led decision making with dashboards running everything from operations to finance […]
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