Research guides: IRW240: Introduction to Work and Organizations: Financial and Professional Services

Financial/Professional Services Research Jumpstart

Related to banks, private equity companies, management consulting firms, law offices, etc.

Current Financial/Professional Services Conversations

Corporate Governance
Digital Economy
Financial Technology
Shifting Demographics
Talent Retention

Media Articles on Financial/Professional Services

Banking on Indigenous communities: First Nations Bank of Canada aims to make financial services accessible to the underserved
Banking on Indigenous communities; First Nations Bank of Canada aims to make financial services accessible to the underserved. (2021). Toronto Star, B1,B8–.
Canada risks putting the cart before the horse on open banking: Financial services providers are becoming antsy because Canada has not yet established a governance model for open banking even though the system is supposed to be operational next year
Trichur, R. (2022). Canada risks putting the cart before the horse on open banking: Financial services providers are becoming antsy because Canada has not yet established a governance model for open banking even though the system is supposed to be operational next year. The Globe and Mail (Online).
Fintech firm Revolut calls in psychologists after criticism of its corporate culture
Makortoff, K. (2023). Fintech firm Revolut calls in psychologists after criticism of its corporate culture. The Guardian.
Ontario to review digital tip-payment concerns: While the Today platform saves money for restaurant owners, staff are losing money and having to pay fees to access funds
Mintz, C. (2023). Ontario to review digital tip-payment concerns: While the Today platform saves money for restaurant owners, staff are losing money and having to pay fees to access funds. Globe and Mail.
Will AI Replace Lawyers?
Brochner, N. M. (2023). Will AI Replace Lawyers?. Forbes

Web Resources and Grey Literature for Financial/Professional Services

Department of Finance Canada: Final Report - Advisory Committee on Open Banking
"Open banking allows consumers and small businesses to securely and efficiently transfer their financial data among financial institutions and accredited third party service providers. This transfer gives consumers access to a more complete financial picture and other useful services to improve their financial outcomes."
International Monetary Fund: Transforming Public Finance Through GovTech
"Digital divide across countries and within countries continues to persist and even increased when the quality of internet connection is considered. The note shows that many governments have not been able to harness the full potential of digitalization. Governments could play important role to facilitate digital adoption by intervening both on supply (investing in infrastructure) and demand side (increase internet affordability). The note also documents significant dividends from digital adoption for revenue collection and spending efficiency, and for outcomes in education, health and social safety nets."
Investment Industry Regulatory Organization of Canada, Enabling the Evolution of Advice in Canada, 2019.
"Explores the drivers of transformation in the wealth management industry, and is designed to stimulate discussion among the industry."
The World Bank: Fintech and the Future of Finance
"This report explores the implications of fintech and the digital transformation of financial services for market outcomes on one side, and regulation and supervision, on the other, and how these interact."

Scholarly Articles on Financial/Professional Services

AI-enabled business models in legal services: from traditional law firms to next-generation law companies?
Armour, J., & Sako, M. (2020). AI-enabled business models in legal services: from traditional law firms to next-generation law companies? Journal of Professions and Organization, 7(1), 27–46. https://doi.org/10.1093/jpo/joaa001
COVID-19 and the regulation of alternative financial services
Kevin Akrong, & Gail E Henderson. (2021). COVID-19 and the regulation of alternative financial services. Queen’s Law Journal, 46(2), 357–371.
Maintaining a level playing field when Big Tech disrupts the financial services sector
Smith, T., & Geradin, D. (2022). Maintaining a level playing field when Big Tech disrupts the financial services sector. European Competition Journal, 18(1), 129–167. https://doi.org/10.1080/17441056.2021.1936401
Managers' understanding of artificial intelligence in relation to marketing financial services: insights from a cross-country study
Mogaji, E., & Nguyen, N. P. (2022). Managers’ understanding of artificial intelligence in relation to marketing financial services: insights from a cross-country study. International Journal of Bank Marketing, 40(6), 1272–1298. https://doi.org/10.1108/IJBM-09-2021-0440
Managing workers’ capital? Limits and contradictions of labour investment funds
MacDonald, I. T., & Dupuis, M. (2021). Managing workers’ capital? Limits and contradictions of labour investment funds. Economic and Industrial Democracy, 42(3), 573–598. https://doi.org/10.1177/0143831X18793025

Books on Financial/Professional Services

Artificial intelligence and the law : a comprehensive guide for the legal profession, academia and society by Dobrev, Dessislav
ISBN: 0779898931
Publication Date: 2021
Banking on a Revolution by Terri Friedline
ISBN: 9780190944131
Publication Date: 2020-12-01
FinTech Women Walk the Talk by Nadia Edwards-Dashti
ISBN: 9783030905736
Publication Date: 2022-01-08
Innovative Finance for Technological Progress by Farhad Taghizadeh-Hesary (Editor); Roohallah Aboojafari (Editor); Naoyuki Yoshino (Editor)
ISBN: 9781032115115
Publication Date: 2022-12-28

Searching for library resources

Creating Search Statements

Use Boolean Operators and Search Modifiers to narrow down search results to the key terms attached to a library record.

Boolean Operators	Search Modifiers
Use AND between terms to return results that contain all of the terms. Term1 AND Term2 Use OR between terms to return results that contain any of the terms. Term1 OR Term2 Use NOT to eliminate any results that contain that term. (Term1 AND Term2) NOT “Term3”	Use parentheses to group search terms (Term1 AND Term2) OR (Term3 AND Term4) Use quotations for exact phrases (Term1 OR Term2) AND “Term3” Use asterisk to return results that contain the start of the term word. Ter*

Learn more here: Develop a Search Strategy

Searching Pro Tips

Pro Tip #1: An Everything search within LibrarySearch will return results for the term in any field within the item record. Use the Advance Search to interchange terms between Any Field, Title, and Subject to return additional results.

Pro Tip #2: Refine your results using filters.

Pro Tip #3: Use the same search string within different article database to find more results! Check out our list of IR/HR Databases to get started.

Need help navigating your article search? Check out these helpful links:

Articles & IR/HR Databases
What's the difference between scholarly and peer-reviewed articles?
UTL Article FAQs
Interactive Media Bias Chart
The Media Bias Chart is a graphical mapping of media producers by political bias and reliability.

Need help navigating grey literature? Check out these helpful links:

Ready to start your search?

LibrarySearch

IRW240: Introduction to Work and Organizations

Financial/Professional Services Research Jumpstart

Current Financial/Professional Services Conversations

Media Articles on Financial/Professional Services

Web Resources and Grey Literature for Financial/Professional Services

Scholarly Articles on Financial/Professional Services

Books on Financial/Professional Services

Searching for library resources

Creating Search Statements

Need help navigating your article search? Check out these helpful links:

Need help navigating grey literature? Check out these helpful links:

Ready to start your search?

Related Research Jumpstarts and Course Guides

Library links

Libraries

Contact

Connect with us