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The Global Risks Report is a comprehensive analysis of the most significant risks facing the world today. Designed to help understand the top risks for 2025 and over the next decade, this report provides insight into challenges and opportunities for risk leaders across industries. Developed by the World Economic Forum with support from strategic pa...

Artificial Intelligence (AI) is rapidly becoming an integral part of our daily lives and workplaces. With AI’s growing prevalence, organizations must consider developing not only an AI strategy but also a robust internal AI policy. This guide outlines the reasons for establishing an internal AI policy, the stakeholders involved, essential policy co...

With artificial intelligence’s (AI) prevalence, companies must consider developing not only an AI strategy but also a robust internal AI policy. Download this checklist for a step-by-step guidance on how to create an internal AI policy for your organization. For the in-depth insights on developing an internal AI policy, explore the Comprehensive Gu...

Building and running a successful business can be hugely rewarding, both personally and financially, but it comes with unique challenges and risks that require the business owner to be prepared for the unexpected. A solid business plan is perhaps the best line of defense against unforeseen events that could derail a business. A close second is insu...

With the U.S. election results in 2024 setting the stage for significant changes in tax legislation, the administration is expected to prioritize extending the Tax Cuts and Jobs Act of 2017 (TCJA) and potentially repealing parts of the Inflation Reduction Act, which may lead to adjustments in corporate taxes and individual tax provisions. As we nav...

For many affluent families, risk management has become less a matter of how much insurance premiums will cost and more an issue of how much financial risk they are willing and able to accept. In an ever-shifting risk environment where families are assuming higher levels of exposure, families will need to be increasingly cognizant of potential risks...

For income earned in 2025 and tax returns filed in 2026, this tax planning reference guide provides information on the tax rate schedules, exemptions, and contributions to savings plans. As a planning tool for you and your advisors, it can help you see if you need to make any adjustments regarding your tax efficiency, wealth planning, retirement pl...

To clarify the inherited IRA distribution requirements that were first laid out in the 2019 SECURE Act, the IRS issued proposed regulations in 2021 that impacted IRA beneficiaries. While investors and wealth owners may perceive the taxes they’ll incur as unfavorable due to the requirement of minimum distributions, the new regulations may benefit in...

The widely anticipated SECURE 2.0 Act of 2022 became law in December 2022 as part of the omnibus spending bill passed by the U.S. Congress. The legislation outlines a wide variety of updates to retirement plan rules for individuals and plan sponsors alike. Some of the changes take effect in 2023 while other changes will phase in over the next sever...

The current next-generation family members are changing the way families view wealth, no longer focusing on creating wealth for wealth’s sake. It’s still about creating wealth, but now more questions are being asked about, ‘how can we use this wealth to improve society?’ and less about ‘what we can do to just keep building it.’ This process is refe...

Both your physical health and your financial well-being are connected to good habits and hard work. While good habits can help prevent negative health events, nothing is guaranteed. It’s important to have plans in place to mitigate the stress that can result from a change in your physical or mental condition. Along with addressing your long-term ca...

We have seen a return of "older" risks—inflation, cost-of-living crises, trade wars, capital outflows from emerging markets, geopolitical confrontation, and the specter of nuclear warfare—which few of this generation's business leaders have experienced. These are being amplified by comparatively new developments in the global risks landscape. ...

Developed in collaboration with the World Economic Forum, this 18th edition of The Global Risks Report outlines the major risk issues and trends leaders like you will face in the coming years. This go-to resource provides detailed insights into the priorities and strategies of your peers—and gives you actionable steps to build resilience in th...

Understanding the nuances between retirement plans can be challenging. This Quick Reference Guide to Retirement Plans compares and contrasts features such as account establishment, account contributions, and accessibility.