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This session will help attendees understand how to manage the challenging insurance market including steeply rising insurance P&C premiums and canceled policies. Speakers will discuss how to keep premiums down as much as possible and how to work with brokers to ensure you’re considering the best strategies for dealing with this challenging insu...

In moving past the “shirtsleeves to shirtsleeves in three generations” adage, advisors in the family wealth space are emphasizing the importance of the family’s qualitative capitals that go beyond serving only the financial capital goals. This shift has elevated the family client experience and expectations. It’s part of the Wealth 3.0 movement tha...

The ultra-wealth business continues to perform well, but not without some growing pains. While advisors to families of wealth benefited from a strong rebound in the markets during 2020, for some firms costs are rising faster than revenue. Now that we are in the midst of a receding pandemic, what does this look back on 2020 tell us about how prepare...

The 2016-17 FOX Thought Leaders Council Report: Strengthening the Partnership Between Families and Advisors is a great resource for those who are seeking ways to construct sustainable partnerships and how to make them productive. Inside, you’ll find why partnerships are key to successful family/advisor relationships, what makes partnerships endurin...

We are pleased to announce that the 2016 FOX Value Price Study: The Critical Link in Ultra-Wealth Market is available for FOX members. Key Insights found in this study include: Advisors have lost at least some pricing power with prospects as fees quoted to prospective clients have dropped 17% since 2008 and 15% since 201...

For all the risks that tend to step up as you age, there are also far more opportunities to live life the way you want to, and probably longer and in reasonable health. What will help smooth the transition through the stages of aging will be a proactive approach to managing potential roadblocks on the way. As you begin this journey, the more aware ...

The top-line findings in this Report may sound familiar. Costly cancer claims. Widespread cardiovascular and metabolic health concerns. Unmet mental health and wellness needs and medical trend pushing up costs. But behind these enduring issues, a lot is changing—employers’ and insurers’ responses to these well-acknowledged themes cannot remain stat...

As a young adult moving from college to your first real job and your own apartment, it's time to start adulting and being responsible for your own financial life, insurance coverage, and building your wealth. Here are a few items and easy steps to take that can help make sure you’re ready to succeed in the adult world.