Ideas & Insights

Some hedge fund managers are making the move to restructure their wealth as a family office; however, there are key areas to consider.

The Michigan Department of Treasury issued a letter ruling detailing the sales tax treatment of various information services.

Favorable rule for corporate stock acquisitions where life insurance contracts are less than 50 percent of the target corporation’s assets.

Financial institutions have invested a significant amount of time and resources into developing their cybersecurity resiliency.

Overcoming labor challenges while addressing emerging risks such as cybersecurity for midsized financial institutions.

How reducing client cyber-risks can strengthen bank operations. Financial institutions have an uphill climb when it comes to cybersecurity.

From taxation complexity to understanding cyberthreats, what are today’s top five concerns for family offices?

Financial institutions are finding themselves in difficult position as their customers become targets of business takeover attacks.

Learn how cyberthreat intelligence will provide financial institutions with a deeper understanding of potential threats.

Digital assets like cryptocurrencies are a new asset class with a volatility and global availability that excite the investment community.

Wearable tech’s transformative power promotes healthy lifestyles, lowers insurance coverage spending and increases employee engagement.

Many funds have relied on the current value method for valuing their portfolios, but the new AICPA guidance may challenge that approach.

Insurance companies that issue or underwrite covered products are held responsible for compliance with anti-money laundering regulations.

On Friday, January 29, 2019, the Treasury Department and the IRS issued proposed regulation section 1.199A-3(d)

Infographic examines five key risk areas banks should address when acquiring or partnering with fintech companies or third parties.

Planning is essential when it comes to partnering with or acquiring fintech services. Tips for financial institutions to consider

Three important questions every community bank CEO should consider when competing or partnering with fintechs.

Participants at our 10th Annual RSM New York Investment Industry Summit gained insights on new opportunity zone tax incentives

For the financial services industry, rising interest rates call into question how investors will deploy capital in 2019.

Cybersecurity continues to be a top concern as managers deal with the cloud, cyber insurance policy, SEC scrutiny and third-party risks.