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Social distancing drives a great need for virtual work, including in the area of assessments. Until the advent of technology that enabled remote simulations, in-person leadership simulation assessments comprised of interviews, tests, and a variety of live interactive business simulations. In this report, two case studies highlight the robustness of executing leadership simulations virtually.

It’s easy to say that a calm and long-term approach to market volatility is the best one—but it’s not always easy to take that approach. Now is a good time to reflect on steps to take to make sure your portfolio stays healthy. Some of these steps may be painful, since its instinctual to avoid what is perceived to be a dangerous situation. However, history has demonstrated that the most painful investment decisions tend to be the most rewarding.

Will the municipal bond market survive unprecedented economic downturn amid a growing pandemic? Find out why muni credit ratings aren’t indicative of long-term creditworthiness.

Investing outside of one’s home country is a common and effective way to diversify a portfolio. Investors must make an important choice between using foreign ordinary shares or American Depository Receipts (ADRs) to achieve this diversification. Both security types share the same foreign company risk, but there are some key differences between the two. While there is much to consider before making the decision, there’s no wrong answer between the two types—only the best fit based on investor preferences and priorities.

After the death of a retirement plan participant or IRA owner, non-eligible designated beneficiaries of a retirement account (other than a Roth) will experience an acceleration of taxable income and the loss of tax-deferred growth that was available before the enacted SECURE Act (Setting Every Community Up for Retirement Enhancement).

For the last three decades, success for an asset manager was simple: generate returns. But with a maturing industry going through disruption, the formula for success is no longer clear. To evolve their business models to meet market pressure and consumer demands in a bifurcated industry, asset-management leaders need to keep talent fully engaged and in a learning mindset.

Technology is a growing part of everyday life. It’s hard to imagine going even a day without it. However, creating a home in which technology serves the homeowner, and not the other way around, takes a great deal of planning and forethought. There are five ways that can help integrate technology into your home and create experiences that simplify and enrich your life.

As the human and economic toll of the coronavirus mounts, no sector of the economy has been immune from the downturn, and this includes family offices. Depending on the size and scope of the family office, there are a number of factors—including human capital, data, and cybersecurity and technology management—that need to be considered in navigating these uncertain times. After considering some or all of these factors, a family office may be best positioned to invest in the depressed equity and credit markets.

As individuals and families contemplate their charitable giving, they often consider forming a private foundation or creating a donor-advised fund. Understanding the pros and cons of each giving strategy can help them determine the best option to meet family development and philanthropic goals.

Investors are more concerned and educated about cybersecurity than ever before. With more money and competition all around, asset management firms are increasing their focus on cybersecurity to meet market pressure and consumer demand. To be effective, cybersecurity leaders must be able to assess technology risk across ever larger and more complex ecosystems. Firms can leverage investments in talent and technology to differentiate cybersecurity operations, which will help attract and retain clients.