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Gender equity investing seeks to invest for financial return while promoting gender diversity throughout the workplace. Though most public market strategies have remained focused on “women in leadership” metrics at the senior management and board of directors’ levels, the field of gender equity investing has expanded to encompass ...

Bank failures, tighter monetary policy, and rising fear of a “hard landing” have heightened economic uncertainty. Despite these challenges, inflation is subsiding, consumer spending is stable, and the labor market remains strong. In light of the market turbulence, investors are reacting to any news, positive or negative, in search of cl...

While the banking stress has largely subsided after the collapse of Silicon Valley Bank, there’s expectations of uneven trajectories of economic growth and inflation that will continue to drive market volatility. Learn what this will mean for asset allocation in this Investment Perspective.

Sustainability is now a business imperative across the world, as much as it is a stewardship one, and those companies that fail to adapt may struggle to compete in a new, low-carbon environment. Fortunately, for many family businesses, the drive for sustainability is already a road well-traveled. Their experiences and the progress they’re mak...

Focusing on how companies are implementing enhanced security as the attacker-defender struggle continues, this Report dives into the 9 key takeaways along with other cutting-edge topics related to the data life cycle. While ransomware attacks decreased dramatically during 2022, they were again on the rise at the end of 2022 into 2023. Business emai...

The inflationary vortex has been the result of several forces—some unforeseen or unforeseeable—spiraling upward. In this forecast, the focus is on the three catalysts that are expected to impact tomorrow’s inflation outlook: the U.S. labor market, China’s economic and demographic evolution, and the role of the green energy. Between these themes, th...

Retaining and recruiting top talent has been a challenge for employers over the last few years, with companies struggling with how to best hold onto and reward employees. Even though there have been some layoffs, many employees are finding new positions quickly and negotiating their compensation and benefits. With a broad range of compensation vehi...

No one can predict the lasting effects of an economic downturn for certain and whether tech M&A activity will ebb or flow. However, current economic conditions present the ideal buyer's M&A market. So, looking into 2023, buyers and sellers could continue to see an increased appetite for acquisitions as valuations stabilize at lower...

On September 29, 2022, the Department of the Treasury’s Financial Crimes Enforcement Network (“FinCEN”) issued its Final Rule implementing the beneficial ownership information reporting requirements of the Corporate Transparency Act legislation. The Final Rule brings about significant revisions to the U.S. anti-mone...

On September 30, 2022, the Department of the Treasury issued final rules addressing the scope of the reporting requirements for beneficial ownership and control of entities provided under the Corporate Transparency Act (CTA), which creates more clarity for families looking to understand their reporting requirements and potential exceptions. While t...

In the dealmaking environment, the general aviation sector has been resilient through the pandemic. The sector's rebound that started in the second half of 2020 portends good things for it and the fixed base operators (FBOs) that serve the airports—even in the face of broader economic headwinds. The sector's endurance tracks...

Many family-owned businesses feel like a recession has started already, due to rising material and energy costs, continued labor shortages coupled with wage increases, and other factors. Whether heading towards a recession or not, companies should consider a combination of internally focused cost cutting and operating improvement measures, as well ...

On August 24, 2022, the California Attorney announced a settlement with Sephora, Inc. that included a fine of $1.2 million for alleged violations of the California Consumer Privacy Act (CCPA). The settlement is important because it makes clear that the use of analytics, advertising cookies, and other automatic data collection technologies are ...

The college admissions world is constantly changing. In this webcast, Lindsay and Olivia of LogicPrep discuss recent admissions trends, the different types of test-optional policies, and what parts of your application matter most to colleges right now.

It's no secret that cryptocurrency markets and the larger digital assets economy have been roiled by recent instability, resulting in discussions about how regulatory initiatives, rising inflationary pressure, and public adoption trends will affect industry participants long term. To help navigate this challenging environment, a collection of ...