Financial Services Industry

Author : John De Goey
Publisher : Unknown
Page : 200 pages
File Size : 54,8 Mb
Release : 2019-05-07
Category : Finance, Personal
ISBN : 1989025439

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Standup to the Financial Services Industry by John De Goey Pdf

Canadian investors are at risk and they don't even know it. Their well-intended advisors often give poor advice based on traditional approaches that are demonstrably wrong. The fundamental problem is advisor bias, and no one talks about it because virtually everyone is oblivious to it - including advisors themselves. In STANDUP to the Financial Services Industry, bestselling author and award-winning advisor John De Goey arms investors with the tools they need to hold advisors accountable and to navigate an industry that has refused to adapt to a changing financial landscape. In this concise and accessible guide, John De Goey: - Explains how we've gotten to our current state, with misguided advisors providing harmful advice to investors; - Identifies the key problems that are not being addressed proactively within the financial services industry; and most importantly - Helps readers solve these problems in order to make better investment decisions. STANDUP empowers Canadian investors to demand accountability from an industry that has refused to acknowledge its own shortcomings -and helps them invest wisely and successfully.

Author : Michael Pinedo,Yuqian Xu
Publisher : Foundations and Trends in Technology, Information and Operations Management
Page : 132 pages
File Size : 41,7 Mb
Release : 2017-12-21
Category : Bank management
ISBN : 1680833367

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Operations in Financial Services by Michael Pinedo,Yuqian Xu Pdf

Operations in Financial Services establishes a framework for this research area from an operations management perspective. The first section presents an introduction and provides an overview of the topic. The second section establishes links between the current state of the art in relevant areas of operations management and operations research and three of the more important aspects of operations in financial services - (i) financial product design and testing, (ii) process delivery design, and (iii) process delivery management. The third section focuses on the current issues that are important in the financial services operations area. These issues center primarily on mobile online banking and trading in a global environment. The fourth section discusses operational risk aspects of financial services. The final section concludes with a discussion on research directions that may become of interest in the future.

Author : Joseph C. Paradi,H. David Sherman,Fai Keung Tam
Publisher : Springer
Page : 370 pages
File Size : 42,9 Mb
Release : 2017-11-21
Category : Business & Economics
ISBN : 9783319697253

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Data Envelopment Analysis in the Financial Services Industry by Joseph C. Paradi,H. David Sherman,Fai Keung Tam Pdf

This book presents the methodology and applications of Data Envelopment Analysis (DEA) in measuring productivity, efficiency and effectiveness in Financial Services firms such as banks, bank branches, stock markets, pension funds, mutual funds, insurance firms, credit unions, risk tolerance, and corporate failure prediction. Financial service DEA research includes banking; insurance businesses; hedge, pension and mutual funds; and credit unions. Significant business transactions among financial service organizations such as bank mergers and acquisitions and valuation of IPOs have also been the focus of DEA research. The book looks at the range of DEA uses for financial services by presenting prior studies, examining the current capabilities reflected in the most recent research, and projecting future new uses of DEA in finance related applications.

Author : Ylva Baeckström
Publisher : Routledge
Page : 115 pages
File Size : 50,8 Mb
Release : 2022-02-25
Category : Business & Economics
ISBN : 9781000543964

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Gender and Finance by Ylva Baeckström Pdf

This book examines the world of finance and the role of gender within it. It looks at the financial services industry, arguably the most powerful and remunerative sector that exists, and shows how it was created by men for men. The author explains how historically women were excluded, how minimal progress has been made, and outlines how the sector still needs to change to function effectively in a modern, equal opportunities world. Addressing gender inequality in financial services is of utmost urgency and importance because of the extent to which it affects women in all stages of life. Women’s exclusion in financial services is also mirrored by how men have been excluded from parenting through a similar set of societal expectations, government legislation and corporate policies. The author maintains that to succeed, we need to address both financial services and parenting. To do so we need regulatory support. Because of its power and dominance, the financial services industry has the opportunity to lead this change and to champion gender equal practices. These practices are economically beneficial to all participants, not only female employees and consumers. We all need these benefits as we rebuild our economies following the COVID-19 pandemic. The book makes an important contribution to the critical and increasing awareness of gender concerns. It presents insights drawn from original research and data about gender biases. The book is an essential secondary text for a range of university courses, including economics, finance and accounting, business studies and gender related courses, as well as MBAs and Executive Education programmes that focus on gender in business. It is also a must read for policy makers, managers in financial services institutions and any other businesses that seek to attract the growing market of female consumers, employees and business leaders.

Author : I. E. Mackenzie
Publisher : Unknown
Page : 128 pages
File Size : 40,6 Mb
Release : 2008
Category : English language
ISBN : 3125342732

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English for the financial sector. Student's book audio-CD by I. E. Mackenzie Pdf

Providing at least 50 hours of classroom material, this course builds financial language and teaches students about key financial concepts. It also focuses on the communication skills necessary for working effectively within the industry. It covers a wide range of financial topics, including retail and investment banking, accounting, trade finance, and mergers and acquisitions.

Author : Ariane Chapelle
Publisher : John Wiley & Sons
Page : 272 pages
File Size : 48,6 Mb
Release : 2019-02-04
Category : Business & Economics
ISBN : 9781119549048

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Operational Risk Management by Ariane Chapelle Pdf

OpRisk Awards 2020 Book of the Year Winner! The Authoritative Guide to the Best Practices in Operational Risk Management Operational Risk Management offers a comprehensive guide that contains a review of the most up-to-date and effective operational risk management practices in the financial services industry. The book provides an essential overview of the current methods and best practices applied in financial companies and also contains advanced tools and techniques developed by the most mature firms in the field. The author explores the range of operational risks such as information security, fraud or reputation damage and details how to put in place an effective program based on the four main risk management activities: risk identification, risk assessment, risk mitigation and risk monitoring. The book also examines some specific types of operational risks that rank high on many firms' risk registers. Drawing on the author's extensive experience working with and advising financial companies, Operational Risk Management is written both for those new to the discipline and for experienced operational risk managers who want to strengthen and consolidate their knowledge.

Author : United States. General Accounting Office
Publisher : Unknown
Page : 36 pages
File Size : 53,7 Mb
Release : 1992
Category : Financial institutions
ISBN : IND:30000092240898

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Financial Services Industry Issues by United States. General Accounting Office Pdf

Author : Charles Freedman,Clyde Goodlet,Bank of Canada
Publisher : Unknown
Page : 41 pages
File Size : 41,8 Mb
Release : 1998
Category : Banks and banking
ISBN : 0662267362

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The Financial Services Sector by Charles Freedman,Clyde Goodlet,Bank of Canada Pdf

Analyzes some key developments affecting the Canadian financial services industry and examines some important issues facing the industry and its regulators. Changes discussed include the way services are provided, the instruments used to provide services, and the nature of the financial service providers. Factors driving these changes include technological developments, the changing role of competition, and demographically led changes in household portfolios. With the evolution in the industry, policy makers and regulators face challenges such as the following discussed in the paper: the relative use of disclosure and market discipline versus direct supervision; the potential role of functional regulation; the role of non-regulated financial service providers; changes in the current supervisory process; cross-border transactions; and the impact of new developments on the legislative framework governing financial service providers.

Author : Fumiko Hayashi,Ms.Bin Li,Zhu Wang
Publisher : International Monetary Fund
Page : 42 pages
File Size : 46,7 Mb
Release : 2015-08-18
Category : Business & Economics
ISBN : 9781513537733

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Innovation, Deregulation, and the Life Cycle of a Financial Service Industry by Fumiko Hayashi,Ms.Bin Li,Zhu Wang Pdf

This paper examines innovation, deregulation, and firm dynamics over the life cycle of the U.S. ATM and debit card industry. In doing so, we construct a dynamic equilibrium model to study how a major product innovation (introducing the new debit card function) interacted with banking deregulation drove the industry shakeout. Calibrating the model to a novel dataset on ATM network entry, exit, size, and product offerings shows that our theory fits the quantitative pattern of the industry well. The model also allows us to conduct counterfactual analyses to evaluate the respective roles that innovation and deregulation played in the industry evolution.

Author : Gangopadhyay, Aryya
Publisher : IGI Global
Page : 272 pages
File Size : 47,9 Mb
Release : 2001-07-01
Category : Business & Economics
ISBN : 9781591400073

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Managing Business with Electronic Commerce: Issues and Trends by Gangopadhyay, Aryya Pdf

This book addresses the importace of e-commerce from developing Web-based systems and pricing to payment systems and budgeting.

Author : Anonim
Publisher : Cambria Press
Page : 330 pages
File Size : 53,5 Mb
Release : 2024-06-27
Category : Electronic
ISBN : 9781621968856

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Legal Aspects of Combating Corruption: The Case of Zambia by Anonim Pdf

Author : Aijaz A. Shaikh,Heikki Karjaluoto
Publisher : Routledge
Page : 286 pages
File Size : 55,6 Mb
Release : 2018-12-21
Category : Business & Economics
ISBN : 9781351174442

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Marketing and Mobile Financial Services by Aijaz A. Shaikh,Heikki Karjaluoto Pdf

Mobile financial services (MFS) are of major interest and importance to both researchers and practitioners. The role played by nonbanking actors including telecoms and FinTech firms as well as other participants, such as PayPal and Amazon, in developing and deploying innovative financial and payment services is undeniable. Peer2peer (P2P) payments from nonbank services are becoming increasingly commonplace and will shortly be codified by EC (EU?) regulations requiring banks to provide access to consumer data for third-party app developers and service providers. Three major mobile financial systems—mobile banking, mobile payments, and branchless banking—currently dominate the electronic retail banking sector. Although interconnected and interrelated, their business models, regulatory frameworks, and target markets are distinct. This book provides a unified perspective on MFS and discusses its evolution, growth, and future, as well as identifying the frameworks, stakeholders, and technologies used in financial information systems in general and MFS in particular. Academics and researchers in digital and financial marketing will find this book an invaluable resource, as will bank executives, regulators, policy makers, FinTech professionals, and anyone interested in how mobile technology, social media and financial services will increasingly intersect.

Author : Parag Y Arjunwadkar
Publisher : CRC Press
Page : 261 pages
File Size : 55,8 Mb
Release : 2018-04-17
Category : Business & Economics
ISBN : 9781351036481

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FinTech by Parag Y Arjunwadkar Pdf

Everything that we know about the world of finance is changing before us. Innovation is happening constantly, despite the protests of the traditional financial industry. With all the new technology that we have today, it is almost mind-blowing to think about the kind of technology that we will have in another ten years or so. The change is going to keep coming, the only thing we can do is get on board with it. This book introduces the basics of FinTech and equips readers with the knowledge to get on the cutting edge of age we live in today.

Author : Task Force on the Future of the Canadian Financial Services Sector,McKinsey and Company
Publisher : Task Force
Page : 328 pages
File Size : 53,8 Mb
Release : 1998
Category : Business & Economics
ISBN : UIUC:30112045727093

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The Changing Landscape for Canadian Financial Services by Task Force on the Future of the Canadian Financial Services Sector,McKinsey and Company Pdf

This report begins by examining the state of Canadian financial services, focusing on personal services such as retail banks, credit unions, and retail asset management. Information is provided on the key players in the financial services industry, their products and performance, and how they compare internationally. The forces reshaping the industry are then reviewed, including technological advances, increasing consumer sophistication, regulatory reform, and globalization. The impact of these forces of change on banks, life insurance companies, and other Canadian financial institutions is assessed. The competitiveness of these institutions and their potential competitive strategies are analyzed, along with the degree to which their Canadian clients (wholesale, commercial, and retail consumer) are served. Finally, international regulatory responses to the forces of change are explored and various options for national policy goals are evaluated.

Author : Hasan Dinçer,Ümit Hacioğlu
Publisher : Springer
Page : 386 pages
File Size : 45,9 Mb
Release : 2016-12-19
Category : Business & Economics
ISBN : 9783319471723

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Risk Management, Strategic Thinking and Leadership in the Financial Services Industry by Hasan Dinçer,Ümit Hacioğlu Pdf

This book presents a broad overview of risk management in the banking industry, with a special focus on strategic thinking and decision-making. It reveals the broader context behind decision models and approaches to risk management in the financial industry, linking the regulatory landscape for capital management and risk to strategic thinking, together with behavioral and cultural assessments.