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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, and trading may attract the most interest, but social media is infiltrating the industry in other ways as well.

With the IRS increasing their funding and enforcement, upper income taxpayers should expect the IRS audit coverage to increase dramatically on them. It’s important to prepare for the tax changes that are coming—and coming quickly. Along with having a team of professionals on your side, there are steps you can take to protect yourself. Now is the time to review and perhaps recalibrate your risk tolerance for tax strategies.To learn more about the coming changes, listen to the podcast recording here with Waller’s Leigh Griffith.

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 rapidly becoming a feature of investment programs and how they lead to better performance.

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 strategy for investors.

For many investors, the desire to own commodities stems from the asset class’s inflation-hedging or portfolio-diversifying characteristics. While the most common way to get commodity exposure is by investing in a portfolio of commodity futures, many investors believe that owning a portfolio of natural resource stocks is an easier solution.

The more we use social media to share updates, pictures and videos with friends and family, the easier it can be for cybercriminals to steal our information. See how you can use social media safely to protect yourself and your private information from cybercriminals.

In this educational webinar for business owners, business banking and social media experts will take you through marketing and social media best practices to help you pivot your brand positioning and capture your audience during COVID-19. Plus, gain access to a creative marketing workbook, and listen in on the top questions during the extended questions and answers window.

Investors occasionally look to their municipal bond portfolio for loss-harvesting opportunities that reduce the impact of capital gains taxes on portfolio returns. Learn how an active tax-loss management strategy ensures year-round performance, maximizes tax alpha, and minimizes costs.

In this year’s newly enhanced report, North Sky dives deeper into a representative selection of its impact private equity and sustainable infrastructure investments, highlighting companies and projects that align with UN Sustainable Development Goals 3, 11 and 12 and showcasing the firm’s ninth impact fund, National Impact Fund, which forms part of the Low Income Communities investment initiative that North Sky launched in 2019.

What’s behind lower volatility forecasts: COVID-19 optimism or something more foreseeable? We take a deep dive into the numbers.