Do you need a degree to get into financial services? In this post, Ross McGill gives his perspective on the issue of qualifications and career progression within the sector and how to make it in financial services.
FATCA due diligence deadlines are starting to pass so it is time to breath a big sigh of relief. Well, no. In this post, Ross McGill explains the FACTA control and oversight system and why Responsible Officers should be considering interim period reviews.
Ross McGill addresses the issues custodians face in regards to successfully benchmarking tax reclamations since so many factors affect the process.
Ross McGill discusses the failings of current pricing models within the custodian world and how they affect the financial industry as a whole.
I am grateful to Arturo del Castillo, Partner at KPMG and Mark Clancy at DTC who made these original presentations in Cancun, Mexico at the World Forum of CSDs and who have given me permission to blog and reproduce their slides. I was so taken with them, that I...
In this post, Ross McGill discusses QI status vs NQI status and asks why so many financial firms are recommending that clients become QIs.