2020 Trends & Insights Every Family Office & Wealth Manager Should Know

Logo
Presented by

Diana Ermini (Industry Marketing Director at Sage Intacct) and Bill Sullivan (President at Family Office Exchange)

About this talk

Learn the latest trends and issues that have an immediate impact on ultra-high-net worth individuals, multi-family offices, and wealth managers. Register to hear from Bill Sullivan, President of Family Office Exchange (FOX), as he shares emerging industry trends and outlines the implications for families and their advisors. During this webinar, you will learn about the: •Five macro trends impacting the financial services landscape •Key technology investments being made today to support the future •State of the family office industry
Related topics:

More from this channel

Upcoming talks (0)
On-demand talks (61)
Subscribers (5901)
Intacct is the cloud financial management company. Bringing cloud computing to finance and accounting, Intacct's award-winning applications are the preferred financial applications for AICPA business solutions. Intacct applications are used by more than 8,500 businesses from startups to public companies and are designed to improve company performance and make finance more productive.