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In today’s complicated business climate, is your accounting software helping you grow and compete—or holding you back? This guide will help you understand whether it’s time to make a move. You’ll discover:why most financial software systems hinder your ability to get good financial information; the six key questions to ...

What does the global family wealth market look like? Where is it expanding or contracting, and where are the greatest areas of concentration and, thus, the greatest opportunities for UHNW service growth? From this 2012 Wealth Advisor Forum presentation, gain an understanding of global family wealth demographics as well as insights into how three pa...

We have all heard the daunting forecasts about how many families are expected to change advisors as wealth transfers from one generation to the next. While no advisor wants to become a statistic, many are not clear as to the right strategies or tactics for effectively connecting with and meeting the expectations of the next generation of decision m...

Helping clients achieve important life goals by integrating the full range of their planning and financial needs is enormously complex, often requiring the efforts of numerous, highly skilled individuals working in concert. In this session, which draws on newly released FOX research, you will hear how some firms are finding ways to manage their ope...

We all attend countless social events for work and our personal lives, yet we often fail to recognize the full potential that every event truly provides. In this powerful 2012 Wealth Advisor Forum session, Laura Schwartz demonstrated why it is critical to rethink your definition and approach to networking to ensure that you identify and capture eve...

All of us want to outperform the competition and be the best in our industry but what does that truly take? In this presentation from the 2012 Wealth Advisor Forum, you will learn a unique seven step process to help you not only surpass the competition in terms of service but create a customer-centric culture that enables you to provide an unparall...

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 a...

Families spend a lifetime building a legacy and tragically, just one lawsuit can place that legacy in jeopardy. Without that critical layer of personal liability insurance, your are at risk. Personal excess liability coverage—commonly called an umbrella policy—protects individuals from a covered claim brought against them, personal injury, or ...

For multi-generational families, designing the right second home is often a series of "both/and" propositions. A home needs to be both a reflection of self, while also foreseeing the needs of generations to come. It needs to feel cozy and intimate for weekend getaways, while also welcoming large gatherings. Most of all, it needs to unders...

Many organizations are realizing that HR executives’ mandate extends beyond figuring out the firm’s health insurance and writing the employee handbook. They are key to creating a positive work culture and attracting (and keeping) talented employees—all essential to the success of any enterprise. In the world of human resources, Mi...

High performing CFOs in financial services organizations integrate data-driven decision-making activities across the entire company, changing the role of finance from back-room financial reporters into forward-thinking analysts and trusted advisors. This infographic shows how they do it and how you can too.

Organizations that want to develop or retain a competitive advantage should create a diverse and inclusive environment where all can thrive. This means addressing both the company-wide structural and behavioral issues that may be preventing people from achieving their full potential. It also means taking on an approach involving six choices and see...

Traditionally, wealth advisors use a succession planning framework that involves working with the founders to look downstream to the next generation for an effective “passing of the baton” strategy. In contrast, a multi-generational approach encourages each person within the family system to contemplate and share with others where they’ve come from...

Roughly 15% of ultra-high net worth individuals worldwide rely on private aircraft for most personal and business flights. When weighing your options on aircraft ownership, there are pros and cons that should be considered. It's also important to know the key players to help you navigate the selection, purchase, management, financing, and dispositi...