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Creating Memorable Client Experiences: Differentiation in the Ultra-Wealth Market is a great resource for those seeking to fortify their understanding of the client experience and how to uniquely
Global equity markets rebounded sharply in October 2015 after the third quarter sell-off due to accommodative monetary policies and some better economic and earnings news. The gains faded late in the
Important insights lie in the trends hidden under asset class classification of the hedge fund industry, which is expected to grow 25% annually in the next five years from $0.5 to $1.4 trillion
Volatility in global equities subsided in the Fourth Quarter of 2015; however, 2016 will likely see multiple spikes due to the follow-through from low oil prices and concerns over China. Other
For most financial assets 2015 was a challenging environment, with equities seeing negative or muted performance and fixed income facing its worst year since 2013 as yields slowly moved higher in
Change is in the wind. After a challenging 2015, the investment landscape for 2016 will be defined by a new course for monetary policy and political leadership, a new primary catalyst for stocks and
According to Socialnomics, more than 58 million Americans use social networking sites several times per day. With this in mind, social media has created a new sense of reality—a reality that its
One of the top issues identified by FOX members…family office executives, family members and advisors…is managing data security. In an environment where technology evolves daily and new types
While no one really knows what the future will bring, global research data can provide a perspective on what may become reality. Kirby Rosplock, Ph.D., author of The Complete Family Office Handbook,
Amy Hart Clyne identified five generational themes and eight recommendations to help family leaders, family office staff, and advisors strengthen their relationships with the Millennials in the