Menu

Financial Services Industry Ideas & Insights

Receive our financial services insights by email. Subscribe today. 


Recent financial services 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?

Family office direct investing is on the rise

ARTICLE

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.

ARTICLE

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.

ARTICLE

Applying data analytics within retail restructurings

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

Are direct listings the latest trend in tech?

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.