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Even the most well-run, retirement plans can be the target of an excessive fee claim, which can cost millions of dollars to defend and/or settle. Being prepared and taking the necessary steps—including obtaining fiduciary liability insurance—can help reduce the claims, mitigate the exposure, and protect against potentially devastating loss of personal assets.

Real estate has always been a tax-advantaged investment class, especially in the U.S. where rules allow you to shelter income or cashflow through depreciable losses and other mechanisms. For the investors who want deeper insights into all aspects of their real estate investments, they see how technology is transforming their ability to evaluate their tax obligations and how it can even assist them in deciphering implications of a U.S. presidential election.

The stakes are high: climate change is creating an urgent need for a lower-carbon economy, and the Biden administration will face the daunting challenge of reigniting the U.S. economy in the wake of the pandemic, and energy may be a critical catalyst of that recovery. Dr. Daniel Yergin—a leading global authority on energy, economics and geopolitics, and Pulitzer Prize-winning author—talks about the future of energy, and how that future may shape innovation, international relations, and the economy in the years ahead.

Thinking that you have to trade off financial performance and sustainability is a “false dichotomy” and a “ridiculous mindset,” according to

A combination of health, economic, and financial challenges has created a higher level of uncertainty than ever before—worse even than the 2008 global downturn. However, COVID-19 has created a wide range of opportunities for family offices to update their approaches to investment management, tax, and estate planning, and governance. Learn what the managers who serve ultra-high-net-worth families are recommending to move forward.

The housing market’s role as one of the key drivers of the current recovery has been notable and stands in stark contrast to its role as a key driver of the last recession (2008-2009). Its surprising resilience is due in part to the pandemic-induced demand for housing, ultra-low interest rates, and pre-pandemic demographic trends. The longer-run outlook for the housing market will depend on potential for additional fiscal stimulus, recovery in the labor market, and the trajectory of interest rates.

A growing demand for a more equitable and inclusive society has emerged in a year marked by turmoil and uncertainty. Fixed income issuers are starting to respond to that demand by offering social bonds. Through this innovative vehicle, see how muni investors have the ability to effect systemic change and make a positive impact on society.

Washington will be a different place under a Biden administration, but it won’t be a different enough to cause a seismic shift across the investment landscape. While some observers fear a divided government may inevitably lead to gridlock, a more likely outcome is compromise—meeting halfway in a few areas. It will be a mixed bag for muni investors and little change for the corporate market. Expect solid but subdued support for responsible investors from Biden’s White House.

The environmental, social, and governance (ESG) research among institutional investors has historically focused mostly on the “E” and the “G,” leaving social issues as somewhat of a forgotten middle child. But the COVID-19 pandemic and racially-driven police violence have shifted public opinion, and it matters. At this inflection point, there is a recognition that investors can and will play a role, and that companies and bond issuers will be held increasingly accountable for the impact they have on their colleagues, communities, and customers.