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What’s in a Phrase: Slogans Show Us How Human Behavior Influences Investment Decisions
Ballentine Partners
The stock market abounds with colorful sayings that reflect the collective wisdom of decades of investment experience. For professional investors, these time-worn adages are reminders of sometimes-
Portfolio Optimization Theory Versus Practice
Ballentine Partners
Nearly all investment professionals rely upon portfolio optimization techniques grounded in Modern Portfolio Theory to structure investment portfolios for individual investors. Using statistical
Coming Out of Lay-Up: Important Recommendations for Boating Season
Chubb Personal Risk Services
If your boat was in lay-up over the winter, you’ll need to take care of a few things before it’s ready to go, including conducting a complete safety and maintenance review. As a boat
Private Family Trust Company Research: Select State Trust Laws—Nonjudicial Settlement and Modification Agreements with Virtual Representation
Waller Lansden Dortch & Davis (now part of Holland & Knight)
Private family trust companies have increased in popularity in recent years, and several states have adopted statutes specific to them. This compiled information compares state trust law requirements
Transforming Risk: Shifting from Reactive to Proactive, Driving Change in Information Governance
FTI Consulting
Runaway data growth is probably one of the greatest risk factors facing organizations today. With many organizations struggling to deal with the rapid explosion of data, coupled with increasingly
Liability Insurance: Protect Yourself Against Hidden Exposures
Marsh Private Client Services
Lawsuit awards can be incredibly high, and individuals known to have substantial assets are particularly vulnerable. In some cases, the high-stake lawsuits can cause devastating
Private Family Trust Companies Find New Homes in Tennessee
Waller Lansden Dortch & Davis (now part of Holland & Knight)
By enacting progressive trust laws building on the uniform trust code, Tennessee is attracting a growing number of family offices that are seeking flexibility to adapt to changes in family
Women Investors: Driving Empowerment, Confidence, and Success
Wilmington Trust
Women have become financial powerhouses and have taken on an increasing role in managing wealth to the tune of $11.2 trillion. Some estimate that by 2030, women will control as much as two-thirds of
Avoid Becoming a Victim of Ransomware Attacks
Wilmington Trust
Ransomware has become one of the top threats to data stored on company networks and personal computers and will continue to be a top security concern in the coming years. For those unfamiliar with
What Happens When a Foundation Takes on a Life of its Own?
Hemenway & Barnes
Travis Roy’s story is well known—in 1995, the rising college hockey star suffered an on-ice injury that left him paralyzed from the neck down after only 11 seconds of his first Boston