Industry Trends


Volatile Economic Signals Present Opportunity for Beneficial Re-evaluation of Estate and Business Plans
Baker Tilly
After more than a decade of record low interest rates, the combination of inflation and increasing interest rates has investors jittery; however, it also presents an opportunity for high-net-worth
Biden Administration's FY 2023 Budget Plan Calls for Corporate, High-Net-Worth Individuals Tax Hikes
The Biden administration’s fiscal year 2023 budget blueprint that was released on March 28, and it consisted of a mix of familiar proposals and brand-new initiatives that reflect the President
B Corporations: Finding Balance Between Purpose and Profit, and Connecting with Consumers Along the Way
BMO Family Office
Sustainable practices and responsible governance are the future of capitalism. With nearly 7 in 10 millennials and 52% of U.S. adults considering company values when making a purchase, B Corporations
Shifting Horizons: Insights into How Family Offices Are Responding to Rapid Economic & Social Change
BNY Mellon Wealth Management
Drawing from the perspectives of 200 family office decision makers across all major geographic regions, this research report provides insights into how they have responded to the economic and
2022 Employee Benefits Market Outlook
USI Insurance Services
The C-suite faces tough operational obstacles as competition for talent remains fierce and employers experience higher-than-average turnover. In navigating the challenges, this report addresses the
American Workers Find Their Voice
Grant Thornton
While the labor market remains volatile with the persistence of America’s Great Resignation, businesses face novel challenges to make sure they attract and retain the workforce they need to
Wealth 3.0: From Fear to Engagement for Families and Advisors
Dr. James Grubman, Dr. Dennis T. Jaffe, and Kristin Keffeler
With the passage of time, the fear-based approach of Wealth 2.0 has evolved to a more positive, strengths-based paradigm. This new approach—the Wealth 3.0—is a call to action for greater
Captives Prove Their Value During Trying Times
Risk Strategies Company
When COVID hit, many business owners faced the dire realization that the insurance they paid so much for did not cover the business interruption resulting from the pandemic exposures. To help guard
Sharing a Family Office Advisory Relationship?
Plante Moran
The family office 5.0 model is changing how advisors deliver services. Strategic partnerships can help family office service providers better focus on delivering core value-added offerings. A
Digital Asset Discussion
BKD CPAs & Advisors
Digital assets have the potential to start (or perhaps already are) significantly altering the global financial landscape. Find out how and get insights on the why from guest Geron Morgan at BKD.