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Strengthening the Partnership Between Families and Advisors
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
Revenue Recognition: A Whole New World
RSM US LLP
In May 2014, FASB issued Accounting Standards Update (ASU) 2014-09, Revenue from Contracts with Customers (Topic 606), changing the way revenue is recognized. As of January 25, 2017, the FASB has
Guide to Tax and Wealth Management 2017
PwC Private Company Services
Individuals and families that manage their wealth wisely tend to take an active role in doing so. Rather than leave everything in the hands of an advisory team, they make sure they’re
Taking the Wheel: Empowering Adult Inheritors
Pitcairn
Finding your voice as an adult is a difficult process for everyone, but can be especially challenging when you grow up in a family of wealth. Perhaps you already control some or all of your
The Pre-Retirees: Changing Minds, Changing Needs
Alanna Johnson
The Pre-Retirees are estimated to number between 75 million and 77 million and hold some $8 trillion in assets. Although there is no bright-line distinction between them and the younger Wealth
7 Technology Innovations Guide for Wealth Management
Dennis Mangalindan
The wealth management industry is constantly reinventing itself, and with every passing year, firms continue to push software vendors to deliver features and functionality that not only enhance their
50 Technology Questions for Executives
Archway Technology Partners
Purchasing a wealth management technology solution is a significant business decision for your firm. You have likely been tasked with sourcing a platform that meets the needs of your principals, your
The Advisor Insights 2016 Q4
Atlantic Trust Private Wealth Management
For insights on integrated wealth planning, this issue of The Advisor presents a view from the top with Joe Kahn, The New York Times Managing Editor, the impact of globalization 2.0, and the U.S.
Preserving Family Wealth
Atlantic Trust Private Wealth Management
Asset protection follows the continuum of life’s events, reflecting the changes that individuals, families, careers, businesses and wealth undergo. Within the wealth spectrum, a simple way of
Understanding Alzheimer's Disease: From Science to Wealth Planning
Lee Miller and Dr. Richard Mayeux
Physical and cognitive changes are a natural part of the aging process, and in the case of Alzheimer’s disease—the sixth-leading cause of death in America—individuals and families