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The Changing Role of the CFO, Talent & Technology
Hawthorn, PNC Family Wealth
CFOs are feeling the rising pressure of leveraging new technology, such as cloud computing, robotic process automation, and various analytical tools, to improve the performance of their organizations
Introduction to Real Colors®: Your Guide to Understanding Human Behavior
Amy Zehnder, Ascent Private Capital Management
People, by nature, are born to judge and make judgments about others as well as themselves. Understanding each other through Real Colors® and knowing what makes each other tick regardless of, and
Color Your World: How Client Advisors Can Benefit by Knowing Real Colors®
Amy Zehnder, Ascent Private Capital Management
For families of wealth, especially those with a goal of long-term wealth preservation, the potential value of Real Colors® is multidimensional. It offers a language of understanding that aims to
Aligning Your People Strategy with Your Business Strategy
BDO
Your organization’s people strategy should align with your business strategy, and every people-related initiative should result in something that your customers value. Knowing how to find the
The 5 Questions To Ask Your Controller
Sage Intacct
As the office of the controller becomes ever more strategic—creating higher levels of financial visibility to help drive growth and profitability—the financial organization’s
Becoming a Data-Driven Finance Leader
From big data and network effects to the subscription economy and cloud computing, modern finance is undergoing its most fundamental transformation ever. Today, it takes a data-driven finance leader
Vanguard Advisor's Alpha
Vanguard
The compensation structure for advisors is evolving from a commission- and transaction-based system to a fee-based, asset management framework that is seen as a mutually beneficial transition for
"Career Conversations" Rather Than "Performance Reviews"—A New Take
Mahler Private Staffing
Many employers and family offices find performance reviews can be a challenging task. But with a new take—one that turns a performance review into a career conversation—it can become an
2018 FOX Multi-Family Office and Wealth Advisor Study
Family Office Exchange
This is the report of findings of the 2018 FOX Multi-Family Office and Wealth Advisor Study.The full report is only available to firms that participated in the study. If your firm participated,
Transformation of the Ultra-Wealth Business
Family Office Exchange
How Clients, Employees and Pricing are Making an ImpactWe are entering a transformative period for the ultra-wealth business. It is driven by a tectonic shift of demographics that is leading to an