The financial services sector was cited as one of the top industries likely to experience increase in deal activity in 2020, according to BDO’s US Private Capital Outlook. We take a deeper look at the trend in this episode of the Private Equity PErspectives Podcast. Todd Kinney speaks with Peter Nesvold, Chief Operating Officer, Financia...
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For the first time, more than half of the CEOs surveyed believe the rate of global GDP growth will decline. This caution has translated into CEO’s low confidence in their own organization’s outlook. While this subdued outlook may cause concern, it is also not surprising. Shifting headlines around trade conflicts, climate change, politic...
In the tech industry, the calculus for risk versus innovation is starting to shift. Stakeholders don’t just expect new and exciting products and services, they want responsibility and governance. The good news is that the tech industry CFOs appear confident and ready to ride this new wave of social responsibility and market volatility.
Passing down family stories can help rising generations understand and embrace their roles in the family enterprise. This is when crafting the family story becomes essential. Learn how to bring that story together with this easy-to-follow overview on creating a book that will educate, enlighten, and entertain a multi-generational audience...
For many wealth creators, amassing wealth took a lot of work, but passing down the knowledge and tools to the next generation for successful wealth transition can be an even bigger challenge. Wealth creators may not know how to start or know the best approach. Through an infographic and video, learn the best ways to pass down the knowledge and tool...
Chief Investment Officer, Shannon Saccocia, sits down with Ryan McQuilkin, Head of Fixed Income, and Nancy Perez, Senior Manager to discuss: (1) the outlook for 2020 since 2019 was a banner year for a balanced portfolio; (2) how the impending U.S. presidential election might impact consumer optimism; and (3) which sectors they are watching.
In this episode, learn about the top four cyber security threats to business owners. In a discussion that took place during the National Cyber Security Awareness month, Information Security Officer, Gilli Shaw, and Marketing Director, Jen Dowd, dig into the top risks and how to prevent them. They cover the controls you can put in place to prot...
What are the top four cyber security threats and how can you protect yourself? In this podcast, Information Security Officer, Gilli Shaw, and Marketing Director, Jen Dowd, dig into these risks. In their discussion, they cover the need to have antivirus on every device that connects to the Internet; the risk of Internet of Things and smart devices p...
In a perfect world, parents would have a well-thought-out plan for wealth transfer, explain their intentions, and help their heirs learn their roles and responsibilities. But life doesn’t always unfold in an orderly way to provide such a roadmap. Sometimes, inheritors may need to step in to play a more active role so they can empower themselv...
The new year brings with it new tax-savings opportunities, including larger tax exemptions and exclusions, and new rules governing most retirement accounts. This advisory includes charts showing these figures for 2020 as well as this year's income tax brackets. A list of strategies and tips to consider in your tax planning this year follows eac...
It is an open question whether investors in 2020 will remain as sanguine as they did in 2019. The U.S. and China are settling into a protracted battle over strategic interests, global economic growth is slowing, and central banks are running out of options. Meanwhile, political uncertainty is elevated with voters voicing their frustrations everywhe...
As technological advances are disrupting and transforming companies in every sector, the traditional investing landscape is also being disrupted. Venture capital is at the core of the transformation and has become a critical component of a long-term investment strategy. With the potential for attractive returns and significant impact to society, ve...
In seeking to evaluate the risk and return potential for a range of asset classes within the anticipated investment environment, there is caution given the deceleration in the economic cycle indicators that are monitored. A recession is not anticipated in 2020, but the conditions could change rapidly and investors should be prepared to make adjustm...
2019 witnessed an uncommon surge for both risky and safe assets as stocks and bonds had their biggest simultaneous gains in more than two decades. An improving outlook on the economy, progress between the U.S. and China on trade, and the Fed’s interest rate cuts boosted investors’ confidence. However, fears of a global manufacturing slo...
Although climate risk is likely underestimated by financial markets, investors would be wise to consider it in their investment decision-making process. Given the expected future repricing of this risk, there is a window of opportunity for investors to get ahead of the curve. This paper provides a high-level overview of the current climate sci...