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According to FOX research, changing client behavior impacts what services need to be provided, how to develop talent and even the way firms articulate their value in the marketplace. In this webinar
We have entered a transformative period in the ultra-wealth business. In support of our multi-family office, family office executive, and advisor member efforts to keep pace with the dynamic
High performing CFOs in financial services organizations integrate data-driven decision-making activities across the entire company, changing the role of finance from back-room financial reporters
Organizations that want to develop or retain a competitive advantage should create a diverse and inclusive environment where all can thrive. This means addressing both the company-wide structural and
Finding professional service providers—including lawyers and certified accountants—can be difficult. Challenges include working with excessive complexity, conflicts of interest, and
A new FOX study, “Capturing Opportunity and Managing Risk in the Next Decade,” is now available for members who are interested in taking a proactive approach to risk management across the enterprise
Intuitively, many business managers recognize that their decision window has been shrinking with each passing year. Information dissemination has become real-time and on-demand. What is required is
The 2019 FOX Multi-Family Office and Wealth Advisor Benchmarking Study provides insights on the direction of the Ultra-Wealth business and can be used as an ongoing reference for you and your
Automation has caused anxiety among those who fear it, because it leads to job loss. But that pessimism is unjustified. Automation changes human labor but doesn't eliminate it. Technology will
Choosing a technology platform is a time-consuming process leading to a critical decision. You need to be confident that the platform supports your multi-year benefits strategy, and that the HR