Wealth Advisory Firm Practices


Cybersecurity After COVID-19: 10 Ways to Protect Your Business and Refocus on Resilience
Marsh & McLennan Companies
As social distancing measures abate—and ahead of a possible second wave of coronavirus cases—organizations will need to de-risk the enterprise and adapt operations to a “new normal
The Practical Guide to Returning People to the Workplace Safely
Marsh & McLennan Companies
The world’s knowledge regarding COVID-19 mitigation strategies continues to evolve. However, as businesses look to transition from lockdown to return to work, there is also the recognition that
The War on Retirement Plan Fees: Is Anyone Safe?
Chubb Personal Risk Services
Almost every employer that sponsors a retirement plan should be concerned about potential liability for a type of exposure known as excessive fee claims. Historically filed against only the largest
Digital Transformation in the Pandemic and Post-Pandemic Era
If there were any lingering doubts about the necessity of digital transformation to business longevity, the coronavirus has silenced them. With rare exception, operating digitally is the only way to
5 Tips to Protect Against ID Theft
Identity theft occurs when personal information about an individual is stolen and used typically for financial gain. Criminals can obtain personal information electronically through hacking or
Guide to Credit Freeze
A credit freeze is a free mechanism that allows you to restrict access to your credit report. Although there are limits to a credit freeze, it will generally prevent thieves from opening new accounts
Reboot: Returning to the Workplace
PwC Private Company Services
As states, localities, and health officials begin to set parameters around reopening businesses, bringing your people back onsite successfully won’t be as simple as flipping a switch. Every
Ready to Reopen
As states begin to lift restrictions put in place during the COVID-19 pandemic, a new normal is emerging—a new way of life requiring answers to new and often complex questions, particularly for
COVID-19: States Attempt to Shift Economic Burden to Insurance Industry with New Legislation on Business Interruption Coverage
Schiff Hardin
An increasing number of state legislatures have proposed bills addressing insurance companies coverage of “business interruption” insurance, which is typically applicable only to losses
Critical Considerations for a Return to Work Strategy
HUB International Personal Insurance
Returning to work in the midst of the COVID-19 crisis presents employers with unprecedented workplace and employee relations challenges. As the Southern states move ahead with phased plans to reopen