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As healthcare acuity continues to rise among assisted living and independent living residents, savvy providers are finding ways to expand their reach across the care continuum. While this often means branching out into services such as in-home care and insurance products, increasingly providers are opting to stick to the business of service-enhance...

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 in your name because most creditors require a credit report before extending you credit. Learn how to initiate a credit freeze and restrict access to ...

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 stay in business through mandated shutdowns and restricted activity. It’s go digital, or go dark. With the right approach, businesses can come ou...

Effectively adapting to adjustments in economic culture and wealth is often difficult and requires families to balance past tradition with the need to move forward. Internationally-recognized family wealth psychologist Dr. James Grubman joins host Damien Martin to discuss the dilemmas, decisions, and challenges that come with wealth and share real-...

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 potentiall...

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.” This will require a thorough evaluation of pandemic-driven IT and cybersecurity changes, some of which were rapidly put in place during the res...

In an industry that relies on speed and innovation to close deals and drive returns for investors, the absence of face-to-face meetings amid the coronavirus pandemic is one reason the M&A activity in the private equity sector has had the most sudden drop-off since the Great Recession. Now private equity firms must transform quickly, and innovat...

As anticipated at the onset of the COVID-19 pandemic, there has been a significant uptick in cyber fraud. Cyber criminals are opportunistic and taking advantage of companies at their most vulnerable. This is a result of unique risk factors that have been heightened with the rapid shift to remote working arrangements. In this webinar with accom...

Contrary to conventional “wisdom,” decisions regarding manager selection can impact performance as much as or more than decisions regarding asset allocation. Success in this manner involves the ability to identify and access managers who are often not available in common formats, such as mutual funds and most open-architecture investment platforms.

As family offices and businesses prepare for a return to work in the post-COVID-19 environment, they face complicated decisions when trying to plan for a safe workplace. This medical intelligence report provides an overview on COVID-19 to help facilitate thoughtful discussions and a better understanding of official recommendations. It also inc...

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 company is unique. But each company faces the same concerns: where to begin, how to keep people protected, when to communicate, and what’s the right...

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, it is important to have the right strategy in place for employee safety, absence management and risk mitigation. The HUB Risk Services team discusses ...

The EEOC issued updated FAQs on various issues involving the Americans with Disabilities Act (ADA), such as confidentiality of COVID-19 medical information, reasonable accommodation requests, hiring, harassment, and layoffs or furloughs. The U.S. Labor Department’s Occupational Safety and Health Division (OSHA) has also updated their guidance...

Subtitle C of the Coronavirus Aid, Relief, and Economic Security (CARES) Act amends certain provisions in the Emergency Family and Medical Leave Expansion Act and the Families First Coronavirus Response Act. A brief summary of four key provisions that employers need to know includes: paid leave for rehired employees; advance refunding of credits; s...