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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 priorities will help define success in a post-pandemic world.

Professionals working in family offices are experiencing significant and increasing complexity, recognizing the need to evolve and remain up-to-date with their technology tools, software, and security to manage the high net worth assets. This is why an integrated technology platform based upon a single, unified database is the path to the family office of the future. The right technology will also bring three key factors to support and enhance family office services.

Currently, family offices are typically exempted from the requirement to register with the SEC as investment advisers. But this may change after the United States House of Representatives Committee on Financial Services gave support to the HR 4620 bill that may be a harbinger of efforts to impose additional oversight of family offices in the future.

Family offices are embracing responsible investing in increasing numbers to align investments with values. We explore what’s driving the demand for responsible investing, the range of potential investment approaches, and some initial steps that family offices can take when they’re ready to commit to responsible investing.

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 decisions. In addition, you can download the five steps toward empowering your operations today.

Board oversight is critical in the management of cybersecurity as a whole, but especially for ransomware, since the increase in attacks year-over-year is up as much as 715% according to a study by Cyber Florida at the University of South Florida. If it isn’t already, cybersecurity should be on your board agenda at every meeting. As a starting point, the board needs to understand the layers of defense available to mitigate ransomware risk and design their responses to the threats accordingly.

In this podcast, two industry experts discuss how boards’ oversight of data governance within their organizations is changing to meet the opportunities and risk in the rapidly evolving digital space in which organizations are conducting their business. The key takeaways:

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. This survey explores the strategies public company boards of directors are considering, including how they plan to pursue growth and increase transparency around strategic shifts.

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.

During the Great Resignation, retaining talent has become a big challenge for many employers who know that losing talent can be costly and high-performing employees are difficult to replace. While employees may leave if they are underpaid relative to the market, it is rarely the sole reason for leaving an employer. As companies think about retaining talent, a holistic review of the employee value proposition that looks beyond compensation can be helpful.