Wealth Advisory Firm Practices


Women in Business: A Window of Opportunity
Grant Thornton
The pandemic’s economic and social fallout have permanently impacted both the nature of the workplace and women’s opportunities within it. Working practices have become more flexible, new
Financial Services Accounting Software Buyer's Checklist
Sage Intacct
Financial firms can have multiple holding and operating entities that can create complex inter-company workflows. This buyer’s checklist is provided to help you evaluate accounting software
How Will the Corporate Transparency Act Affect Estate Planning
Greensfelder, Hemker & Gale, P.C.
Lawmakers have passed the Corporate Transparency Act (CTA) to help in the ongoing fight against fraud, corruption, terrorism financing, and money laundering. The CTA contains significant new
Proposed Tax Changes Update
BMO Family Office
While no tax legislation has been drafted under the Biden administration, one thing we know for sure is that taxes will go up. Being aware of the proposals being discussed can help you prepare for
Family Office Best Practices for Selecting Enterprise Software: A Comprehensive Approach to a Critical Business Decision
Plante Moran
There’s no doubt that leveraging new technologies and cloud-based solutions offers family offices opportunities to innovate, lower spending, and align their overall technology strategy to
A Deep Dive into DEI, Part 2: Using Investing to Bring DEI Goals Within Reach
While implementing diversity, equity, and inclusion (DEI) has benefits in all walks of life, the investment marketplace is a highly impactful arena for driving DEI outcomes. After the first part of
A Deep Dive into DEI, Part 1: Why Diversity, Equity, and Inclusion Dominate the Conversation
Research has convincingly shown that having diversity of opinions and backgrounds is positively correlated with better decision-making and long-term results. In this two-part series, a deep dive
The Uberization 2.0 Trend Shaping Innovation in Asset Management
Uber rethought and deconstructed the traditional value chain in its industry to create a new technology-enabled business model centered on enlisting the capabilities, assets, or knowledge of
The Twitterization 2.0 Trend Shaping Innovation in Asset Management
Technology has transformed how businesses communicate with—and learn from—their customers. Despite historic hesitancy on the part of many asset managers, driven in large by regulatory
The Googlization 2.0 Trend Shaping Innovation in Asset Management
Data-smart companies are learning how to access, aggregate, and distill competitive knowledge from a vast sea of previously inaccessible information. While there will be asset managers who resist the