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Author : United States. General Accounting Office
Publisher : Unknown
Page : 36 pages
File Size : 50,7 Mb
Release : 1992
Category : Financial institutions
ISBN : IND:30000092240898
Author : John De Goey
Publisher : Unknown
Page : 200 pages
File Size : 50,9 Mb
Release : 2019-05-07
Category : Finance, Personal
ISBN : 1989025439
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 : United States. General Accounting Office
Publisher : Unknown
Page : 36 pages
File Size : 52,5 Mb
Release : 1993
Category : Financial institutions
ISBN : UIUC:30112075623279
Author : Anonim
Publisher : Unknown
Page : 176 pages
File Size : 55,8 Mb
Release : 1988
Category : Banking law
ISBN : STANFORD:36105044137458
Author : United States. Congress. Senate. Committee on Banking, Housing, and Urban Affairs
Publisher : Unknown
Page : 1292 pages
File Size : 53,9 Mb
Release : 1983
Category : Banks and banking
ISBN : STANFORD:36105062171264
Author : Julian Lowenthal
Publisher : John Wiley & Sons
Page : 272 pages
File Size : 48,6 Mb
Release : 2002-10-29
Category : Business & Economics
ISBN : 9780471323402
The financial services industry is constantly changing and you needto respond Change is a constant in the financial services industry (FSI). Thequestion is, "What should you do to survive?" Whether you work inor sell to the industry, you'll benefit from the in-depth insight,professional knowledge, and practical tools found in J.K. LasserPro Survival Skills in Financial Services. Advanced Praise for J.K. Lasser Pro Survival Skills in FinancialServices "The challenges of surviving and succeeding in the financialservices industry have never been greater. . . . J.K. Lasser ProSurvival Skills in Financial Services provides a practical guide todealing with the tough realities of change. The result is anenjoyable, down-to-earth, and interactive resource that providesthe knowledge, skills, and human understanding to deal with theforces of change." -Keith T. Darcy, Executive Vice President, IBJ Whitehall Bank &Trust Company "This book will help my staff work through the most difficulttransition in the financial services industry. . . . Julian speaksin a nontechnical, light-handed style to every member of my staff.. . . He draws on his relationships with some of our industry'smost important leaders to reinforce his logical and practical viewson how to get through the day, the year, and the decades ahead. Hisbook is crisp, easy reading from cover to cover. But his sectiontitled 'Survival Skills Greatest Hits' must be committed to memory.It will be the core of my survival strategy for the rest of mycareer. I can't wait to put this book in the hands of my wholestaff." -John Adams Vaccaro, CFP, CLU, President, Westport ResourcesInvestment Services, Inc. Don't get left behind in the whirlwind of change impacting thefinancial services industry. Pick up J.K. Lasser Pro SurvivalSkills in Financial Services and take control of your professionallife within this dynamic and challenging business environment.
Author : Anne-Laure Mention,Marko Torkkeli
Publisher : Cambridge Scholars Publishing
Page : 370 pages
File Size : 48,6 Mb
Release : 2014-10-21
Category : Business & Economics
ISBN : 9781443870153
This book gathers together some of the most up-to-date thinking in the growing field of innovation in services and more particularly, in financial services. It explores the peculiarities of innovation in financial services firms and surrounding market players, discusses the open nature of the innovation process, and analyses its success factors and its interplay with strategy and performance. This book provides topical insights on the challenges facing the financial industry, such as the convergence with other sectors, and the increasing regulatory burden. By combining multidisciplinary approaches and by selecting a number of cutting-edge research models, theories, empirical findings and practitioners’ insights, it offers unique, contemporary and multidimensional perspectives on innovation for a sector of paramount importance for the running of economies around the world. This book comes at a time of turbulence, uncertainty and within an industry in need of vision and strategic foresight. By synthesizing multiple views from academia and practice, it opens the agenda and contributes to the on-going debate of redefining the multi-polar role of innovation in the financial industry.
Author : Ms.Catherine A. Pattillo,Ms.Anne Marie Gulde,Mr.Kevin Joseph Carey,Ms.Smita Wagh,Mr.Jakob Christensen
Publisher : International Monetary Fund
Page : 62 pages
File Size : 55,7 Mb
Release : 2006-08-28
Category : Business & Economics
ISBN : 1589065654
Financial sectors in low-income sub-Saharan Africa (SSA) are among the world's least developed. In fact, assets in most low-income African countries are smaller than those held by a single medium-sized bank in an industrial country. The absence of deep, efficient financial markets seriously challenges policy making, hinders poverty alleviation, and constrains growth. This book argues that building efficient and sound financial sectors in SSA countries will improve Africa's economic prospects. Based on a review of the key features of financial systems, it discusses the main obstacles and challenges that financial structures pose for SSA economies and recommends steps that could address major shortcomings in implementing the reform agenda.
Author : Michael Pinedo,Yuqian Xu
Publisher : Foundations and Trends in Technology, Information and Operations Management
Page : 132 pages
File Size : 46,7 Mb
Release : 2017-12-21
Category : Bank management
ISBN : 1680833367
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 : Brian Anderton
Publisher : Palgrave MacMillan
Page : 196 pages
File Size : 44,8 Mb
Release : 1995
Category : Finance
ISBN : 0333567943
This new text contains description and analysis of the Financial Services environment, while focusing particularly upon recent developments and current issues. It contains sections on the framework of regulation, regulation in practice, the macroeconomic environment, information technology, taxation and personal investment, marketing and corporate strategy for financial institutions, and financial services in a unified European market. It will be essential reading for all courses in the financial services area.
Author : Lech Gąsiorkiewicz,Jan Monkiewicz
Publisher : Routledge
Page : 278 pages
File Size : 48,8 Mb
Release : 2020-10-29
Category : Business & Economics
ISBN : 9781000204070
This book delves into the many innovative changes that the financial industry has undergone in recent years. The authors investigate these developments in a holistic manner and from a wide range of perspectives: both public and private, business and consumer, regulators and supervisors. Initially, they set the framework of their analysis by discussing innovation cycles in financial services. Thereafter, they tackle the issue of financial innovations and their consequences for financial stability. They then review the new approaches to financial consumers’ protection, which emerged in the aftermath of the global financial crisis. The authors underline the fact that this new approach is heavily influenced by the recent innovative drive in the financial industry. Next, they switch their attention to the public sector, examining the innovative processes in monetary policy and central banks, structural innovations in the supervisory models and systems, and they assess some specific supervisory challenges regarding blockchain and the application of mathematics in the supervisory capacity. Additionally, the book examines a range of issues related to the private sector, such as recent developments regarding risk transferring mechanisms on the financial market, artificial intelligence and natural language processing for regulatory filings, the development of process management in insurance companies and other innovative products on the market. Finally, Innovation in Financial Services discusses how the digital transformation of the financial system impacts the interaction between the public and private sectors. The book is intended for graduate and postgraduate level students, researchers, public sector officers, as well as financial sector practitioners.
Author : Stijn Claessens
Publisher : World Bank Publications
Page : 38 pages
File Size : 54,7 Mb
Release : 2005
Category : Financial services industry
ISBN : 8210379456XXX
"This paper reviews the evidence on the importance of finance for economic well-being, provides data on the degree of use of basic financial services by households and firms across a sample of countries, assesses the desirability of more universal access, and overviews the macroeconomic, legal, and regulatory obstacles to access using general evidence and case studies. Although access to finance can be very beneficial, the data show that universal use is far from prevalent in many countries, especially developing countries. At the same time, universal access has generally not been a public policy objective and is surely not easily achievable in most countries.
Author : Ekos Research Associates,Task Force on the Future of the Canadian Financial Services Sector
Publisher : Unknown
Page : 132 pages
File Size : 47,6 Mb
Release : 1998
Category : Business & Economics
ISBN : UIUC:30112045726756
Describes and presents findings of a public opinion study whose objectives included: describing the current and evolving attitudes of the Canadian public on a variety of issues relating to the financial services industry; examining Canadians' interaction with the financial services sector; and understanding the interrelatedness of many of the issues and how they are shaping public attitudes. Findings are based on data from a telephone survey of 1,800 representatives from the general public, and a series of focus groups and triads with telephone survey participants. Issues examined include levels of satisfaction with different elements of the financial services sector, levels of trust and confidence in the sector, the image of banks, competition, mergers, Canadian control of the sector, industry practices, and issues relating to technology and privacy. The appendix includes a copy of the survey instrument along with a tabulation of the results.
Author : Robert J. Kauffman,Bruce W. Weber
Publisher : Psychology Press
Page : 104 pages
File Size : 49,8 Mb
Release : 2002-04-01
Category : Psychology
ISBN : 9781135588441
The financial services industry is changing under the stimulus of advances in information technology (IT), telecommunications, and the Internet. Technological innovations and growing customer demand and sophistication have led to the emergence of new electronic financial markets, organizational forms for financial services firms, products, and product delivery capabilities. This special issue highlights Information Systems (IS) research on management topics in the financial services that involve IT. The authors utilize a mix of research methodologies to examine a range of innovative applications of IT in the financial services industry.
Author : London Institute of Banking and Finance
Publisher : John Wiley & Sons
Page : 248 pages
File Size : 43,6 Mb
Release : 2019-10-14
Category : Business & Economics
ISBN : 9781119609988
PRAISE FOR Banking on Change "In this 140th Anniversary celebration book, The London Institute of Banking and Finance stick to their core function of educating us all, but especially aspirant bankers, on the role and concerns of (retail and commercial) banking in the UK. They have assembled a well-chosen group of practitioners from a range of professions to write clear and easily assimilable essays, no technical expertise required, on a wide variety of current banking issues. If you want to learn about the current practices and problems of UK retail banking, this book must be essential reading." —Charles Goodhart, emeritus professor of banking and finance at the London School of Economics "In this important book, a line from Bill Allen's contribution is key: 'Nobody can predict the ferocity of the gale of creative destruction' that faces the financial services sector. True; but if you read the many and varied contributions, you'll have a pretty good idea. Moreover, you'll understand how we (that is, bankers) got here – and what we should do to make the industry more competitive, fairer and more genuinely useful. It is a soup-to-nuts look at banking – from the early days of the Institute of Banking, through the go-go years of ifs, to a present and future that are likely to be dominated by technology. It is well-worth a long read." —Andrew Hilton, director, Centre for the Study of Financial Innovation "If you were to imagine what a book celebrating 140 years of financial knowledge might contain, you could not come up with a better selection than this. As well as a historic sweep – from no-tech to fintech, the decline of trust and the rise of competition – today's hot subjects are addressed, including sustainable investing, cultural diversity and digital identity. The cradle-to-grave nature of the industry is captured in pieces about financial education and pensions. And it's well written, setting the scene nicely for the next era." —Jane Fuller, Fellow of the Society of Investment Professionals Financial services are undergoing rapid, and potentially dramatic, change. What will happen in payments, in sustainable finance and in fintech? How can the industry boost financial inclusion and ensure that its workforce has the skills it needs to meet regulatory requirements and to compete with new entrants? Can trade finance rise to the challenge of underpinning global trade for all and help the developing world avoid "financial abandonment"? What do financial services need to do to protect our digital identities? Banking on Change provides insights by experts and influencers from across the financial services industry on these and other questions. Published to mark the 140th anniversary of The London Institute of Banking & Finance, this book is intended to be of lasting value to both students and professionals.
