Industry Trends


Market Insights - Key Themes for 2021 and Beyond
In this FOX webcast, Phillip Nelson, Partner and Director of Asset Allocation, and Stacey Flier, Principal and Senior Consultant, NEPC Private Wealth, reviewed NEPC’s Key Market Themes and
Update 2021: Family Businesses' Contribution to the U.S. Economy
Torsten M. Pieper, Ph.D., Franz W. Kellermanns, Ph.D., and Joseph H. Astrachan, Ph.D.
Family business research in the U.S. and around the world has increased dramatically over time, as the importance of family firms continues to become more and more salient to business school faculty
Cyber Attacks on Private Wealth Clients and Family Offices and Steps for Mitigating Your Risks
Foley & Lardner LLP
Cybercriminals have migrated their attacks from larger businesses and hardened targets to private wealth clients and family offices, where the defenses are low or non-existent. In this webcast, hear
Tax Planning After the 2020 Election … And 2021 Runoffs
Hemenway & Barnes
For the first time in a decade, the Democratic party controls the Senate (narrowly), House, and Presidency in the U.S. As a result, many believe there will be significant legislative changes to
Strength, Resilience, & Control: Wealth Planning Strategies for 2021
Although the future is unpredictable, we do know that financial planning can allow families and their advisors to operate from a position of strength and resilience, no matter the changes that lie
Family Philanthropy Speaks: A Conversation with Jeff and Tricia Raikes
National Center for Family Philanthropy
In this Family Philanthropy Speaks conversation, Jeff and Tricia Raikes join Nick Tedesco to discuss how they have changed practices and acknowledged privilege throughout their donor journey. Jeff
Kaplan Discusses Whether Employers Can Mandate COVID-19 Vaccine on WisBusiness Podcast
Foley & Lardner LLP
Before deciding on whether to mandate a COVID-19 vaccine at the workplace, there are a number of considerations that an employer should bear in mind. This includes costs from securing the
The Global Risks Report 2021
Marsh & McLennan Companies
COVID-19 is exacerbating ongoing geopolitical and societal challenges, and the existential crisis of climate change looms large. In this 16th edition of the Global Risks Report, it highlights the
Why Customization is the Investment Industry's Watchword in 2021
Custom separately managed accounts (SMAs) may seem to many like the newest in the line of innovations in the investment industry. However, the benefits of portfolio customization go far beyond
COVID-19 Vaccine Questions Answered
Perkins Coie
With multiple states rolling out phased access to COVID-19 vaccines, many employers are considering whether they want to require employees to be vaccinated, how to encourage employee vaccinations,