03/12/2021

The New Normal for Succession Planning

In addition, boards will play a more hands-on role than ever before as succession planning and key-leader backfill becomes more important to a company’s risk assessment.

03/11/2021

IVIE on UK real estate post-Brexit: unexpected surprise?

IVIE was introduced in 2012 to ‘capture’ the ownership of foreign assets by Italian residents and extract tax revenues for the state coffers, along the lines of what already happens with the Italian tax IMU in relation to real estate located i

03/09/2021

Building for the future

Matteo de Marchi, Head of Product Innovation at Finantix, an InvestCloud company, outlines his view about how to deliver a modern technology infrastructure for wealth managers