Gain deeper insight with articles that give our considered opinion and predictions of where the industry will go next.

Do You Need A Degree To Get Into Financial Services?

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.

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Joining the Compliance Dots: Periodic Reviews

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.

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Benchmarking: Custodians

Ross McGill addresses the issues custodians face in regards to successfully benchmarking tax reclamations since so many factors affect the process.

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“Have I got a deal for you!” Models of the Custodian World

Ross McGill discusses the failings of current pricing models within the custodian world and how they affect the financial industry as a whole.

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QI vs NQI, That is the Question

In this post, Ross McGill discusses QI status vs NQI status and asks why so many financial firms are recommending that clients become QIs.

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