Dylan Fedy @DylanAtCSI
News and views at the intersection of Canadian Financial Services, Learning Solutions, and the technologies & developments impacting them. 🇨🇦 csi.ca Toronto, Ontario Joined June 2018-
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I'm always happy to see attention being brought to this issue. Elder #financialabuse is on the rise and so too is the attention people are paying to it. More industry solutions still needed. Well done Patricia Chisholm writing in @IE_Canada
I'm always happy to see attention being brought to this issue. Elder #financialabuse is on the rise and so too is the attention people are paying to it. More industry solutions still needed. Well done Patricia Chisholm writing in @IE_Canada
“[Advisors] who want to differentiate themselves through the relationship, through [financial] planning, through their quality of service... are going to be the ones who are most attracted to our platform,” says @Wealthsimple for Advisors CEO, Courville buff.ly/2OvqI27
.@rcarrick I’m looking forward to your upcoming work addressing some of the unique financial challenges facing seniors. Most of the advisors I’ve spoken to recently flagged this as a growing area of concern. …though this is the first time I’ve heard #elderOrphan or #soloSenior
.@rcarrick I’m looking forward to your upcoming work addressing some of the unique financial challenges facing seniors. Most of the advisors I’ve spoken to recently flagged this as a growing area of concern. …though this is the first time I’ve heard #elderOrphan or #soloSenior
I agree with the headline. ...but I'd place a bet against the device in the picture starting to trend this year. Mintel Comperemedia forecasted that financial improvement apps based on behavioral economics and AI would be a trend in 2018. bit.ly/CSI7df #fintech
IDC predicts that by 2019, 35% of insurers worldwide will deploy AI or robotic process automation for intelligent decision making; and that peer-to-peer transactions worth a total of US$6 trillion will be made using mobile devices #CareersInFinance #NewSkills
IDC predicts that by 2019, 35% of insurers worldwide will deploy AI or robotic process automation for intelligent decision making; and that peer-to-peer transactions worth a total of US$6 trillion will be made using mobile devices #CareersInFinance #NewSkills
In talking to leading financial advisors recently most expressed concerns related to seniors; the growing portion of their customers. More attention on seniors issues is needed. Articles like @KatieKeir ‘s on Detecting Capacity Issues are a good start. bit.ly/2O3fQrT
So much about the way we work is changing. Trying to predict what jobs will even be around in the future is hard. But, especially in financial services, it’s a safe bet that Compliance roles and skills will continue to be in high demand. bit.ly/2uNfeOm #SkillsInDemand
The City of Toronto just borrowed $300 million at the lowest borrowing cost it has ever achieved. How’d they do it? They issued their first ever green bond with a 30-year maturity and a coupon interest rate of 3.2% bit.ly/tdfcsi5 #GoodForTheEnvironment #GoodForTheBudget
This might be the greatest display of just-in-time learning ever witnessed. Incredible! 🤞🙏 #ThaiCaveRescue
A helpful list for lifelong learners ...who are looking to sneak some lighter reading in between their courses
Talking to leading financial advisors. Some are excited about how robo-advisors can help them automate parts of their business and others see robos as a competitive threat. Here's another way to see them: bit.ly/tdfcsi3 #FinancialPlanning #Advisor #roboadvisory #fintech
So much new learning technology. The International Society for Technology in Education @ISTE will soon offer educators a platform to rate and share their experiences with a slew of #edtech products on the market bit.ly/tdfcsi2
Congratulations @cibc for your top ranking in @IE_Canada 2018 Report on Banks in the ‘Ongoing Training’ category with 9/10 bit.ly/lidfcsi3 “Financial advisors…greatly appreciate when their bank provides support to improve their skills & continue to develop their careers”
BCSC’s “Smarter Investor Study” found 53% of investors hadn’t checked their advisors’ backgrounds. Though, as one investor who prioritized ‘shared values’ points out: she saw certificates on her advisor’s wall and took that as a good sign #CredentialsMatter #ValuesMatter
More than 275,000 people work in financial institutions in Canada. A few reasons make it a great career choice bit.ly/lidfcsi1 ....but buckle up! Things are changing fast in #FinServ Best approach to staying sharp- commit to #LifeLongLearning
Congratulations to Paul Tyers (winner) and @jasonpereira (1st runner up) in the 2018 PlanPlus Canada Financial Planning Awards bit.ly/tdfcsi1 #FinancialPlanning #CSIalumni #IndustryLeaders
Highlighting a textbook feels a bit like we are copying the text that we want our brains to save for later. Turns out there is no analogous ‘paste’ feature for our brains. "We invite you to educate yourself about educating yourself" bit.ly/lidfcsi2 #education #textbooks
There are compelling reasons to want to work in financial services – It’s a job seeker’s market for one. Here are 3 more bit.ly/lidfcsi1 #Canada #Careers #FinancialServices
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