Disruptive forces are driving the future of work. By analyzing the leadership profiles of 150,000 leaders, this study underlines the five key qualities of effective, future-focused leadership—qualities which correlate with a country’s ability to innovate and which correlate with a company’s likelihood of being an acclaimed brand. ...
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The main threat to responsible investing (RI) is the very success of the idea itself. There are now so many investors looking for RI investments that the usual financial industry fraudsters and unethical salespeople have come out in force. But with serious diligence, caution—including being aware of “greenwashing”—and temper...
One of the biggest hurdles for family businesses is the need to develop an attractive long-term incentive plan that recognizes enterprise value over time and is competitive with plans offered by public and private equity owned businesses. As a result, many firms are turning toward phantom stock—a long-term incentive vehicle that provides equi...
On August 9, 2019, the Nebraska Department of Banking and Finance issued the Interpretive Opinion No. 19 that excludes M&A Brokers from the Nebraska Securities Act’s definition of broker-dealer. It is a development that modernizes and streamlines Nebraska’s securities rules and regulations. By providing needed regulatory relief for ...
At the 2011 FOX Wealth Advisor Forum, a FOX executive reviewed the top trends contained in the current FOX Wealth Trends™ and discussed the findings with two leading wealth advisors who explained how they see the trends manifesting themselves in their practices.
Many individuals are wondering whether the IRS intends to use its new audit unit to develop tax enforcement cases. A former high-ranking executive with the IRS provides answers in this 2011 FOX Financial Executives Forum presentation.The IRS has created a new enforcement unit and hired nearly 3,000 examiners specifically to audit wealthy taxpa...
In this 2011 FOX Fall Forum session, key lobbyists and attorneys shared how the new SEC regulations apply to single family offices and outline options for offices that do not qualify for exemption.The new SEC rule defining “family office” and exemption qualifications are as favorable as wealth owners and family office executives could hope. The SEC...
While the economic ramifications of many recent events remain to be seen, this 2011 FOX Fall Forum session examines the potential implications for investors and tactics for protecting portfolios from overexposure to these events.The global economy is slowing, and we may be headed for more recession. The best case scenario is low growth. The Eu...
Political events in 2016 gave rise to increasing nationalism and populism globally. Combined with a global slowdown in economic and trade growth, international integration may already have plateaued and could begin to reverse over the coming decade. Multinational organizations should prepare for potentially significant implications by carefully con...
The social and political volatility witnessed last year is rooted in trends and phenomena that have been building up for more than a decade. It has altered the political agenda in advanced economies and emerging markets alike. Companies need to think hard about the structural shifts that may confront them in five specific areas: security of company...
In 2009 the Bitcoin blockchain emerged as a form of a smart contract and has since evolved. From both a technological and legal perspective, smart contracts will continue to evolve and disrupt in digital asset sales and capital markets, supply chain management, smart government records and smart cities, real estate land registries, and self-soverei...
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Shareholders of publicly-traded companies have a powerful voice in improving business practices and enhancing the financial performance of the companies in which they are invested. As the business case grows for sound social and environmental practices, investors are increasingly using a shareholder engagement to drive strategic and positive change...
The United States presidential election season has certainly been emotionally charged and, in many ways, unlike any we’ve seen in recent history. For many, Hillary Clinton represents the continuation of Democratic policies currently in place under the Obama administration. Donald Trump, on the other hand, represents the potential for a shift ...
Now that school is back in session, it’s important for students to take stock of what they know as they embrace a new year of learning. It’s also a good time for investors to assess the events of the summer and make sure they are well-positioned for the future. In Jeff Mortimer’s latest Investment Update he reviews the events of t...