2014 Private Wealth Outlook Redefining the roles and responsibilities of the evolving family office
Top 10 in Regulation and Supervision
Boards and executives, shareholders and customers still do not know the final impact of changes to regulation and supervision on financial services firms’ strategies, business models and operations. There are ten key areas where significant progress is expected in 2014.
The Impact of FATCA on U.S. and Non-U.S. Real Estate Funds
The FATCA rules may impose additional challenges for real estate funds given the many complicated and diverse investment structures that have become common. Nearly every business with an international footprint or conducting business outside the U.S. will need to confront new compliance realities.
2014 Life Insurance and Annuity Industry Outlook
More life and annuity carriers are expected to break out of their historical operating molds over the next couple of years in order to make more efficient use of capital and to reach out to underserved consumer segments in innovative ways.