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Interest in collective investment trusts (CITs) as plan investment options is steadily accelerating. As part of this growing attention, CIT governance practices, and the policies and procedures banks and trust companies use to govern their CIT offerings, are emerging as factors that may warrant consideration by plan fiduciaries when making plan investment option decisions.

With many interested in helping the humanitarian crisis in Ukraine, this list provides suggestions on where you can donate. As with any donations, make sure your donation is secure by donating through an organization’s official website or sending a check in the mail.

After more than a decade of record low interest rates, the combination of inflation and increasing interest rates has investors jittery; however, it also presents an opportunity for high-net-worth individuals to review and adjust their existing strategies for estate planning, business planning, financial planning, and wealth management.

A gap between one’s perception and reality can cause disappointment, frustration, and concern. For the business owners, who need to understand their position in the market compared to its competitors, there are three important gaps to keep in mind and monitor: the profit gap, value gap, and wealth gap.

Corporate insiders pose a unique threat as they are given privileged access to the company’s assets and are trusted to use that access responsibly and ethically. However, this can go awry in several ways, from unintentional, negligent acts to intentional, malicious acts. To help prevent, detect, and respond to that threat, it’s important to address the three key risks when evaluating your Insider Threat Program.

Charitable giving used to predominantly exist as a transaction, but it has evolved into a philanthropic relationship rooted in long-term impact goals for all generations—from Boomers to Millennials. Whether you’re a person looking to give or an advisor to one, it’s helpful to understand generational giving motivations and processes.

A best-in-class family office tax function goes beyond preparing timely tax returns to drive tax strategy and reduce the overall income, gift, and estate tax burden across generations. Given the role taxes have on most families, it’s imperative for the family office to ensure it has the proper infrastructure and resources to understand, plan, and strategize from both the tax planning and compliance standpoint. Best practices are provided to help strengthen your family office’s tax capabilities.

The outbreak of war in Ukraine and on-going inflation fears have pushed the sales prices up for the land market. Farmers saw stronger commodity prices and investors wanted a low-risk inflation hedging investment which together propelled the competition for good cropland. With the growing demand for farmland, will the prices go even higher?

Understanding the development of family leaders plays an important role as new generations emerge. In this episode, Richard Joyner discusses the path it takes to become a family leader and how to develop the skills and experiences needed for success.

An influx of new insurers has helped expand overall capacity in the U.S. insurance market. As the market begins to stabilize, commercial insurance buyers that maintain quality risks with strong data to back them up should begin to see relief in 2022. However, buyers in certain geographic areas, industries and other risk categories will continue to face enormous challenges.