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Whether you’ve worked with ultra-high-net-worth clients for years or are just starting to grow that business, you know that these families and individuals are typically very private and prefer to deal exclusively with trusted advisors. When considering the right independent insurance agents or brokers, there are six things to keep in mind when maki...

To advise more effectively, financial advisors to the rich seek to develop a profound understanding of their clients’ attitudes toward money and life. But there is so much more than the amount of a client’s assets that can affect his or her attitudes, goals, and tolerance for risk. In this full research report and through the lens of ri...

Protect your organization against cybersecurity. Be cyber smart and learn more about combatting ransomware in the time of COVID-19, how cybersecurity continues to be a top issue for retirement plans, and how to assess the gaps in your cyber coverage and reduce your exposure.

As an uncertain business environment persists, board directors face multiple obstacles: new regulatory changes, issues related to globalization and digital acceleration, the rise of environmental, social and governance (ESG) factors being linked to company performance, and more. They are also grappling with the expanding roles and responsibilities....

Choosing the right technology among so many choices is hard. Deciding which technology to adopt and how to best use it are challenges for leaders, especially in a time of rapid change. The focus has now shifted from the cost of the technology to ensuring the right technology is used to fulfill business goals. This guide is designed to help you filt...

When there's a pandemic and the business landscape is no longer business-as-usual, you may wonder how best to proceed—how to keep going and find ways to not just survive but thrive. In this webinar with a spotlight on technology, we explore the ways to improve performance and how better information leads to better...

Often, families execute wealth transfer planning strategies without fully considering what wealth and family legacy means to them—particularly the importance of defining and sharing their associated social, economic, and philanthropic values. In this interview, two advisors examine the value of family education and the critical role advisors play i...

Today’s environment is perfect for high net worth individuals and families to maximize flexibility, minimize taxation, and execute their desired plan. But given the current economic and political climate, the outsized benefits available today may not be available tomorrow. That is why it is critical to execute your plan now.

Things are new, not normal. As the pandemic recedes, businesses are not headed into a familiar past. Nearly two-thirds of CFOs are worried that talent shortages could impair their ability to meet short-term strategies. A similar percentage are worried about controlling compensation and benefits cost. Addressing this tension and other pressing prior...

On the path back to growth, organizations are placing the customer experience (CX) at the top of their lists of digital priorities, beating out operational efficiencies by the slimmest of margins. As the balance of interactions between businesses and customers skews more digital and mobile in a post-COVID world, organizations will do well to i...

We’ve all heard the terms “quiet quitting,” “quiet firing,” and the “great resignation” that point to the need for better employee engagement, which is a state of mind in which employees feel passionate about their jobs, are committed to the organization, and want to put discretionary effort into their work...

In moving past the “shirtsleeves to shirtsleeves in three generations” adage, advisors in the family wealth space are emphasizing the importance of the family’s qualitative capitals that go beyond serving only the financial capital goals. This shift has elevated the family client experience and expectations. It’s part of the Wealth 3.0 movement tha...

Given the latest court decisions in Delaware and the Federal Trade Commission’s announcements on restrictive covenants, it’s becoming clear that employers will need to rethink or halt their non-compete restrictions and clauses on employees when it comes to their HR policies and procedures. Although the Delaware Supreme Court has not yet...

What is the value of financial advice? This question is of utmost importance to financial advisors, investors, and the finance industry in general. By putting a number on the value of their advice, financial advisors can surface the highest-value advice interventions and demonstrate their value to clients to retain and attract more business. The va...

Employing service providers in your home carries considerable risk. If not handled with extreme care, the process of hiring, termination, and managing day-to-day responsibilities can create liability—and even result in claims of discrimination and retaliation by the employee. This report provides a snapshot of an increasingly complex employment lan...