Search Results

Advisors and investors have long struggled with demonstrating the value of their advice recommendations. By putting a number on the value of their advice, financial advisors can surface the highest-value advice interventions and demonstrate their value to clients to retain and attract more business. The value of this personalized advice—which can s...

Eton Solutions discusses the current trends and challenges happening in the family office.

Non-fungible tokens (NFTs) are the latest advancement in the ongoing evolution of the blockchain market. Putting this phenomenon into context, a series of papers will examine NFTs from various perspectives, including the legal issues arising from this new technology. This paper is part one in the series: introducing NFTs from the technological and ...

Eton Solutions discusses the current trends and challenges happening in the family office and presents an operating model solution in this video.

To succeed, any organization needs to develop, maintain, and adhere to well-defined business processes and workflows. For family offices, which manage the complex financial and business affairs of ultra-high-net-worth families, best practice business processes are paramount to ensure efficiency and employee productivity, reduce risks, and improve o...

Artificial Intelligence (AI) systems are poised to drastically alter the way businesses and governments operate on a global scale, with significant regulations already under way. To avoid overburdening businesses with the compliance requirements that aim to maintain the accountability, transparency, and fairness of AI, it is important for regulator...

Eton Solutions discusses how to mitigae cyber secuirty breaches in family offices.

The artificial intelligence (AI) predictions of 2019 are insightful as ChatGPT and other AI platforms are becoming mainstream. Most executives knew then that AI had the power to change almost everything about the way they do business—and could contribute up to $15.7 trillion to the global economy by 2030. But what many business lead...

The 5G network puts us at the precipice of another change in technology with the potential to unlock brand new applications, many of which are still nestled deep in entrepreneurial minds. As the introduction of 5G networks looms over the horizon and continues its evolution of innovation, so do new technological possibilities, challenges, and opport...

Profound political, economic, societal, technological, and environmental transformations are occurring at an unprecedented scale and have become a part of day-to-day business life. In this 14th edition of the World Economic Forum's Global Risks Report, undertaken with Marsh & McLennan Companies and other partners, we examine the evolving ma...

In this webcast, experts from Marsh’s Cyber Practices take a closer look at how changing cyber risk exposures, regulations, and best practices will change the cyber risk management landscape in 2019. Download and view the Cyber Landscape 2019 slides as you listen to the discussion that includes:The impact of new regulations and laws on the wa...

Widespread political volatility and rapid technological advances are spurring companies to question not just their resilience, but also their fitness for purpose in the new world order. In this report, we show how firms can move from generalized concerns to analysis, discussions, and actions in response to specific threats that may most disrupt the...

Cryptocurrency is experiencing a surge in interest from mainstream investors and corporations worldwide. In this cryptocurrency series, we focus on the evolution of bitcoin moving from fad to mainstream; the role of virtual currencies in the global markets and the impact on the regulatory environment; the crime in the world of virtual currency, inc...

A confluence of factors is conspiring to lay the groundwork for conditions increasingly threatening an end to the current business cycle. In this issue of The Real Economy, we present a number of easy-to-use metrics and data visualizations for middle market businesses to formulate judgments related to economic outlook risks. These include an array ...

The U.S. is currently at an inflection point economically and culturally with the advent of new technologies and an anxiety on the part of those who fear a future that they can’t quite envision fully with themselves in it. Gordon Fowler, CEO and Chief Investment Officer, and Jon Meacham, presidential historian, engage in a dialogue about how ...