Interest in collective investment trusts (CITs) as plan investment options is steadily accelerating. As part of this growing attention, CIT governance practices, and the policies and procedures banks and trust companies use to govern their CIT offerings, are emerging as factors that may warrant consideration by plan fiduciaries when making plan investment option decisions.
Advisor Thinking
Resource Search
With many interested in helping the humanitarian crisis in Ukraine, this list provides suggestions on where you can donate. As with any donations, make sure your donation is secure by donating through an organization’s official website or sending a check in the mail.
After more than a decade of record low interest rates, the combination of inflation and increasing interest rates has investors jittery; however, it also presents an opportunity for high-net-worth individuals to review and adjust their existing strategies for estate planning, business planning, financial planning, and wealth management.
Prioritize your risk strategies for 2022 and beyond with this 17th edition of the Global Risks Report, which explores the areas that your organization should safeguard against and capitalize on as part of your overall resiliency plan. The insights and predictions are drawn from a community of 950 experts and leaders around the world. The areas of focus include navigating the climate transition; protecting digital developments; pre-empting encounters in space; and refreshing resilience.
Responsible investing has taken the investment field by a storm and become mainstream. Looking ahead, investors continue to be particularly interested in two predominant ESG themes that have been main points of focus for the past several years: the climate and diversity.
Cyberattacks are impossible to completely prevent and the consequences of a data breach can be devastating. In addition to information and finances lost, breaches can result in downtime and reputational damage that can set your company far behind competitors. If your organization has experienced a cyberattack, there are three things that can be done to help you make it through the data breach and come out stronger than before.
As families transition into another year navigating the pandemic’s unknowns, the need to prepare for succession and practice decision-making is greater. In this Tolleson Insights podcast episode, Richard Joyner shares why prepping for a family’s future and helping eliminate the “what would happen if…” is essential.
Under Section 663(b) of the Internal Revenue Code, any distribution by an estate or trust within the first 65 days of the tax year can be treated as having been made on the last day of the preceding tax year. Using this rule to treat any distribution by an estate or trust can provide a possible opportunity for tax savings.
Investors may not be able to control the markets—but they can control their risks, values, and taxes. Find out how the rise of direct indexing makes it possible.
At the turn of the fourth quarter, it was safe to call 2021 a record-breaking year with $88B raised by US venture capital funds and the US VC dry powder at an all-time high of $212B. While the dizzying pace of investment is expected to slightly slow down in the coming months, the innovation economy is by and large healthy, even as the ecosystem faces some macro headwinds.