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Before deciding on whether to mandate a COVID-19 vaccine at the workplace, there are a number of considerations that an employer should bear in mind. This includes costs from securing the vaccinations or side effects that may result in needing paid leave. There are also the financial and practical implications associated with a mandate. Learn more ...

With multiple states rolling out phased access to COVID-19 vaccines, many employers are considering whether they want to require employees to be vaccinated, how to encourage employee vaccinations, and the implications of vaccine policies for their businesses. Some top questions are answered to help employers address the issues surrounding the vacci...

For employers seeking guidance on how to address a COVID-19 vaccination policy, this guide outlines key points when considering whether to go with a mandatory or voluntary vaccination policy. It highlights the EEOC’s position on a mandatory vaccination policy, allowance for reasonable accommodations under the Americans with Disabilities Act, ...

The unprecedented timeline of the COVID-19 vaccine becoming available has raised concerns about its safety and efficacy. With the vaccine being widely available, employers have a responsibility to address employee concerns. Begin by learning more about what to consider when developing a COVID-19 vaccination program for your organization.

The COVID-19 vaccine will play a primary role in prevention and be a significant factor in keeping employees healthy and at work. Through a series of FAQs, learn more about the vaccine’s impact on health and wellness strategies and how to best integrate a vaccine program into your organization.

The pandemic’s economic and social fallout have permanently impacted both the nature of the workplace and women’s opportunities within it. Working practices have become more flexible, new leadership traits are coming to the fore, and the need for a diverse workforce and inclusive culture has never been more apparent. In these extraordin...

A vaccinated and protected workforce will be the key to ending the pandemic and emerging from the COVID crisis. Employers are uniquely positioned, if not charged with, leading this effort, but a myriad of legal pitfalls must be considered. In this webinar, we explore the following legal and practical issues for employers:mandatory vaccinationsvacci...

Financial firms can have multiple holding and operating entities that can create complex inter-company workflows. This buyer’s checklist is provided to help you evaluate accounting software vendors, and it includes the must-have features of a modern accounting system formatted in a way that makes it easy for you to do a head-to-head...

Lawmakers have passed the Corporate Transparency Act (CTA) to help in the ongoing fight against fraud, corruption, terrorism financing, and money laundering. The CTA contains significant new federal reporting obligations, and it may have an especially onerous impact on estate planning for those who accomplish their planning goals through the u...

While no tax legislation has been drafted under the Biden administration, one thing we know for sure is that taxes will go up. Being aware of the proposals being discussed can help you prepare for what comes next, including what you should be considering for both income tax and estate tax planning this year.

There’s no doubt that leveraging new technologies and cloud-based solutions offers family offices opportunities to innovate, lower spending, and align their overall technology strategy to current and future-state needs. But the selection and implementation process can be a challenge. Having a structured approach around it will be critical in ...

While implementing diversity, equity, and inclusion (DEI) has benefits in all walks of life, the investment marketplace is a highly impactful arena for driving DEI outcomes. After the first part of this series on DEI initiatives leading to better performance, a case is made for how pursuing the DEI effects is both a compelling and necessary strateg...

Research has convincingly shown that having diversity of opinions and backgrounds is positively correlated with better decision-making and long-term results. In this two-part series, a deep dive looks at what it means to incorporate diversity, equity, and inclusion (DEI) into your investment program. First, we lay out why DEI initiatives are rapidl...

Technology has transformed how businesses communicate with—and learn from—their customers. Despite historic hesitancy on the part of many asset managers, driven in large by regulatory concerns, social networks play an increasingly pivotal role in the industry. Investment management functions such as idea generation, portfolio monitoring...

Online platforms are reshaping business dynamics, putting customers in charge and forever altering the customer experience. As Asset Managers weigh the critical decision of whether and how to embrace disruptive technologies and business models (which may not be profitable for some time, could undercut current product lines, and may not succeed at a...