Financial Services Industry Ideas & Insights

INSIGHT ARTICLE

Emerging issues for the family office

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

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Family office direct investing is on the rise

The amount of wealth managed by family offices continues to grow as more families sell out their founding businesses.

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Updates on IRS guidance impacting insurance companies

The IRS has issued three revenue procedures in the last 30 days to provide guidance to streamline tax accounting method changes.

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Applying data analytics within retail restructurings

Learn how applying data analytics to retail restructurings can provide insights to aid in making critical operating decisions.

INSIGHT ARTICLE

Are direct listings the latest trend in tech?

Is Slack’s direct listing debut signaling a trend for other technology companies going public? We explore in our Industry Spotlight.