Industry Trends


The Commonsense Case for Real Action on Diversity and Inclusion
As the surge of interest in creating a more just and equal economic system gathers force and begins to translate into real action, so do its detractors. From an investment perspective, the source of
Marsh Family Office Benchmarking Study 2021
Marsh & McLennan Companies
2020 was a year of diverse risks for family offices and families. The year was marked by a global pandemic, a record number of storms, catastrophic wildfires, and ongoing threats to people and
Corporate Transparency Act Creates Privacy Concerns for Family Offices and Private Trust Companies
Waller Lansden Dortch & Davis
High net-worth families for whom privacy is a paramount consideration may be concerned that the Corporate Transparency Act, which became law on January 1, 2021, creates a risk of sensitive ownership
Hints of SPAC-ulation?
Investors should tread carefully with SPACs (special purpose acquisition companies), as costs and dilution post-merger may be larger than those borne via traditional IPOs. SPACs are like IPOs in
NOW Podcast: Solving World Hunger Through Innovation, Part 2
Brown Advisory
In Part 2 of the conversation on solving world hunger through innovation and strategic investing, we welcome two more entrepreneurs. Ezinne Uzo-Okuro, CEO of Terraformers, is using her
NOW Podcast: Solving World Hunger Through Innovation, Part 1
Brown Advisory
Solving world hunger—or “food insecurity”—is really hard. The solutions are not particularly sexy, and they require a very long-term outlook. In seeking to learn more about
3 Ways to Keep Remote Employees Engaged
With the right tools and commitment, most businesses can make remote work just as productive, if not more productive, than in-person office work. Ultimately, remote work requires leaders to retune
Investment Strategy Update: Reflation Preparation
There are nascent signs of inflation beginning to percolate within the U.S. economy, driven by higher input prices and supply shortages. Pent-up pandemic savings could become an inflationary force
Is the U.S. Equity Market Heading for a Bubble?
Many trends—including the explosive price changes in a handful of equities driven by a crowdsourced short squeeze—are indicative of an asset bubble. Grizzled market veterans are starting
Simply Tax Podcast: 2021 Tax Filing Season Begins
BKD CPAs & Advisors
In this episode, guests Amy Miller and Alex of the AICPA Tax Policy & Advocacy Team share updates and provide insights into the areas the team is closely watching and working in. Here's what