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From rising healthcare costs to growing demand for personalization and wellbeing, employers must evolve to attract, retain, and engage talent. With this Outlook, use the key insights to prepare your organizations to deliver cost-effective and attractive benefits. And learn how integrating retirement and financial wellness strategies can help employees—and your business—thrive. Despite the unsettling economic environment, organizations that leverage smart strategies and technology will keep their benefits programs vital, resilient, and effective.

Risks that once felt rare or exceptional are now part of daily decision-making for affluent households. This reality doesn’t just affect portfolio values but influences how households should evaluate and manage the risks tied to their assets, properties, and lifestyles. For the high-net-worth households, it’s no longer about buying more insurance policies. It’s also about achieving risk readiness—knowing what risks you’re comfortable carrying and how to stay intentional as conditions change.

Asset allocation is integral to the success of any investment portfolio, and it is among the most important decisions an investor will make. In this discussion, NEPC Asset Allocation Team pulls back the curtain to offer behind-the-scenes glimpse of the issues and themes at the forefront of their investment meetings.

The ability to perform financial transactions online offers tremendous convenience, but also exposes assets to theft and cyber fraud. In addition, the internet of things (IOT) which connects home security systems and other smart devices, creates another access point to personal information and assets. As new technology surfaces, the need to protect accounts, home networks, and family members from cyber hazards grows exponentially. With these proactive best practices, you can limit your personal cyber exposure risk.

The world’s water problems are not new, but they are becoming more urgent with every passing year—exacerbated by population growth and climate change. As global water scarcity intensifies along with other related challenges, the need for innovative solutions will only continue to grow.

Nonprofit and foundation boards have a fiduciary duty to monitor investments and take action, when necessary, to protect the financial viability of the organization. Having, abiding by, and regularly evaluating the Investment Policy Statement (IPS) is considered a best practice and is integral to the strategic management of assets. Essentially, an IPS is a roadmap for investing the nonprofit's financial assets in stocks, bonds, ETFs, mutual funds, or other financial investments.

With the IRS releasing the 2026 cost-of-living adjustments (COLAs) for pension and 401(k) plan limit that also reflect the updates under the SECURE 2.0 Act, the changes will affect how much individuals can contribute to qualified retirement plans throughout the year. For the key highlights, view this summary of the indexed amounts for 2023 to 2026 for your wealth planning.

In this video, John Stewart engages with Libby Doran and Nayana Jha at Doran Leadership Partners—a boutique organization with a national reach, specializing in family enterprise and executive search, with a significant focus on family offices. Together, they discuss the unique recruiting challenges and trends within the family office space, including amid the lack of succession planning.

For many business owners, selling a company represents the culmination of years—sometimes decades—of hard work, innovation, and personal sacrifices. It’s not just about finding a buyer and signing documents; it’s about preserving their legacy, securing their financial future, and ensuring that what they’ve built continues to thrive. Whether you’re considering an exit in the coming years or read to begin the process, this guide offers a structured approach to support your goals, preserve your legacy, and help ensure a smooth transition to new ownership.

Drawing on the contributions of 605 Family Office professionals, from Personal Assistants to Investment Professionals to C-Suite executives, this year’s report represents the combined findings from both the survey and the 20 in-depth interviews with senior leaders across all regions. With their inputs and the reliance on in-house proprietary data, KPMG and Agreus have created benchmarks for salaries, bonus structures, and long-term incentive plans (LTIP).