A new FOX study, “Capturing Opportunity and Managing Risk in the Next Decade,” is now available for members who are interested in taking a proactive approach to risk management across the enterprise. Complexity and risk are inevitable consequences of building and perpetuating wealth. Therefore, the issue at stake for families of wealth is not risk avoidance, but rather, risk management. Well-managed risk presents opportunities, but it takes a team operating as trusted partners to sort through the range of risks, helping families make the best decisions.
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As healthcare acuity continues to rise among assisted living and independent living residents, savvy providers are finding ways to expand their reach across the care continuum. While this often means branching out into services such as in-home care and insurance products, increasingly providers are opting to stick to the business of service-enhanced real estate. The difference is a new focus on enticing the younger segment of older adults—with an active adult strategy.
Driving Performance in Financial Services: 3 New Approaches for the Data-Driven Finance Leader
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Intuitively, many business managers recognize that their decision window has been shrinking with each passing year. Information dissemination has become real-time and on-demand. What is required is an analytical approach that enables management to monitor and measure the development of the important strategic drivers and make decisions with confidence. Learn why ad hoc reporting is failing to fill the gap, the changing role of the modern finance leader, and the three new approaches to attaining deeper financial analytical insight.
The State of the Ultra-Wealth Advisory Business
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The 2019 FOX Multi-Family Office and Wealth Advisor Benchmarking Study provides insights on the direction of the Ultra-Wealth business and can be used as an ongoing reference for you and your colleagues. Key insights in this year’s study include the following:
Evaluating HR Benefits Technology Vendors
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Choosing a technology platform is a time-consuming process leading to a critical decision. You need to be confident that the platform supports your multi-year benefits strategy, and that the HR technology vendor you select will meet your needs today—and in the future. When it comes to choosing the right vendor and solution, it is crucial to ask the right questions.
Preparing for the Global Talent Crunch
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A major commercial crisis is coming, and it could cost nations and businesses $8.5 trillion in unrealized revenue by 2030 – equivalent to the combined GDP of Germany and Japan. The threat: chronic skilled talent shortages. According to Korn Ferry, it will impact growth for businesses and nations as soon as 2020. By 2030, there will be a global talent shortage of 85.2 million skilled workers, with the knowledge-intensive financial services industry one of the hardest hit.
Trends in Integrated Wealth Advisor Selection
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It’s no surprise that the integrated wealth advisory industry focused on ultra-high net worth families is highly competitive. This session will take a smart look at the selection process from the perspective of families and advisors. The discussion will cover trends in advisor selection as well as key elements driving the search process. What are families doing to identify the right advisors and what are they seeking? How are successful advisors attracting clients?
2019 FOX Wealth Advisor Forum - Full Digital Binder
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This year’s FOX Wealth Advisor Forum focused on how advisor firms could effectively evolve in the midst of great change. As an industry, we are seeing massive transitions across client demographics, talent, the skills needed to deliver an optimal client experience, and unparalleled technological disruption. Many advisors are preparing to address change...now.
CIOs as Trusted Business Partners, 2019 CIO Survey
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As the realities of digital change, evolve, and grow, the CIO position has become more critical. The CIO as “IT operator” is a construct of the past. The role has evolved to include business strategy co-creator, change instigator, and innovator. Successful CIOs operate in an environment of cohesive collaboration to bridge the long-standing barriers between business and IT in the race to deliver customer and business value. In a time of near constant disruption in the digital world, CIOs are recognizing the importance of taking on a new mantle—that of trusted partner.
The Changing Role of the CFO, Talent & Technology
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CFOs are feeling the rising pressure of leveraging new technology, such as cloud computing, robotic process automation, and various analytical tools, to improve the performance of their organizations. Beyond the basics, the finance organization needs to be a driver in implementing new technology to better manage financial and business information used throughout the organization.