#custodian-duties

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Marketing
fromForbes
1 day ago

How To Serve Clients Amid Board Scrutiny And Investor Activism

Agency conversations with executives now focus on measurable business impact rather than just creative output.
Law
from24/7 Wall St.
1 week ago

What Corporate Lawyers Know About 401(k)s That Most Investors Don't

Understanding your 401(k) fee disclosure is crucial for managing retirement assets effectively.
fromThe Art Newspaper - International art news and events
1 week ago

Comment | Museums must be the leaders in a moral revolution

Bregman claims, 'Today the whole of Europe risks turning into one big Venice, a beautiful open-air museum. A great destination for Chinese and American tourists. A place to admire what was once the centre of the world.' This statement encapsulates the concern that Europe is losing its cultural significance.
Arts
#sustainability
fromFast Company
2 months ago
Public health

How will corporate CSR thrive?

Companies maintain sustainability commitments while reducing DEI visibility, using CSR and long-term value creation to justify quiet strategies like greenhushing.
Law
fromEntrepreneur
1 week ago

The Workplace Liability Too Many Leaders Ignore

Slip-and-fall accidents can lead to significant legal, financial, and operational challenges for businesses.
Privacy professionals
fromwww.housingwire.com
3 weeks ago

Reducing risk: Why logging, protection, and review matter

Application logs are critical cybersecurity safeguards that provide visibility into system behavior, enabling early detection of security threats and operational issues in real estate and mortgage lending organizations.
Information security
fromSecuritymagazine
4 weeks ago

Object-Specific Protection: The Non-Negotiable Foundation of Art and Asset Security

Object-specific protection is essential as a primary security layer to prevent art theft, as comprehensive facility-wide systems fail when adversaries physically interact with high-value objects without triggering alarms.
Remote teams
fromLondon Business News | Londonlovesbusiness.com
1 month ago

Family office talent retention and operating model resilience - London Business News | Londonlovesbusiness.com

Family offices face significant talent retention and succession planning challenges, with over 90% reporting recruitment difficulties and nearly 50% struggling with retention, threatening operational continuity.
Bootstrapping
fromEntrepreneur
1 month ago

Follow the Wealth Management Advice of High Net Worth People

Founders excel at building wealth but often neglect legacy planning, requiring different skills including patience, governance, education and communication to sustain and transfer wealth effectively across generations.
Real estate
fromFortune
1 month ago

I've been advising wealthy family offices on real estate for decades. This market requires another look at your 100-year plan | Fortune

Family offices must reassess their long-term investment strategies as the Great Wealth Transfer coincides with real estate market challenges and opportunities requiring portfolio adjustments.
Business intelligence
from24/7 Wall St.
1 month ago

Is Your Advisor "Closet Indexing"? The 2-Minute Audit to See If You're Paying Active Fees for Passive Results

Many actively managed funds engage in closet indexing, charging active management fees while holding portfolios nearly identical to their benchmarks, resulting in underperformance due to higher costs.
Business
fromHarvard Business Review
1 month ago

What to Do When Your Board Is Meddling in Operational Work

Boards are increasingly adopting operational roles, blurring governance and management boundaries through private equity-style monitoring as economic uncertainty and AI disruption intensify.
Cryptocurrency
fromBitcoin Magazine
1 month ago

Standard Chartered Named Custodian For TP ICAP's Fusion Digital Assets

Standard Chartered becomes digital asset custodian and settlement agent for TP ICAP's Fusion Digital Assets platform, supporting matched-principal crypto trading for institutional clients.
Law
fromFast Company
1 month ago

Your 401(k) could shrink due to climate risks. A lawsuit argues that your employer has a duty to protect it

A lawsuit alleges employers must protect 401(k) retirement accounts from climate-related financial risks under ERISA fiduciary duties.
from24/7 Wall St.
1 month ago

Stacked Up Some Massive Capital Gains? 3 Ways to Take Some Chips Off The Table Tax-Efficiently

The key to selling underperforming holdings at a loss and using those losses to cancel out capital gains on a dollar-for-dollar basis is to bring one's capital gains level down as close as possible to zero. Additionally, it's possible to use $3,000 of capital losses per year to offset other ordinary income, so there's the potential here with such a strategy to actually lower one's overall tax burden by selling the right securities at the correct time.
Miscellaneous
fromSecurityWeek
1 month ago

Four Risks Boards Cannot Treat as Background Noise

Rather than stolen data making headlines, it was business stoppage that triggered attention. Moving into 2026, the board's focus should be on ensuring business continuity and building resilience in the face of emerging risks generated by AI usage and attack vectors, quantum computing and geopolitics.
Information security
Environment
fromwww.mercurynews.com
2 months ago

US pensions lack strong climate strategies, Sierra Club says

Most U.S. public pension funds lack net-zero commitments and credible climate investment strategies; only a few have specific targets or sizable climate investment pledges.
Business
fromInstitutionalinvestor
1 month ago

Is the Family Office Chief the Most Coveted Job in Investing?

Family office leadership roles are rare, highly sought, and offer intellectual variety, close principal relationships, and better work-life balance than traditional finance jobs.
fromArchDaily
1 month ago

World Monuments Fund Backs 21 Locally Led Heritage Projects Addressing Climate Risks and Indigenous Knowledge Loss

On February 10, WMF announced a $7 million commitment to support 21 heritage preservation projects launching in 2026. These investments advance work at sites included on the 2025 World Monuments Watch, WMF's nomination-based advocacy program, while also supporting new phases of conservation, planning, and training at additional heritage sites across five continents. The selected sites reflect a wide chronological and geographic range, from ancient cultural landscapes to modern architectural landmarks.
World news
Relationships
fromSlate Magazine
2 months ago

We Have No Choice But to Sell My Mother's House. There's One Exasperating Person Standing in My Way.

A reluctant sibling is blocking the sale of an elderly mother's house needed to fund assisted living, risking the mother's finances within months.
fromTheregister
2 months ago

Capita pension botch forces government into damage control

Capita and the Cabinet Office are deeply sorry for the worry, frustration, and distress this has caused - particularly for those dealing with bereavement or ill health.
UK politics
Artificial intelligence
fromFast Company
1 month ago

Do you really know what 'agent' means? If not, you're putting your company at risk

The term 'AI agent' has been stretched to include many different systems, creating confusion that distorts public debate and hinders enterprise adoption and strategy.
Environment
fromwww.theguardian.com
1 month ago

Businesses must take responsibility for biodiversity loss for their sake as much as ours

Unsustainable human consumption and business activities driving biodiversity loss pose systemic economic risks and threaten many companies with collapse.
Retirement
fromFast Company
2 months ago

How to do an in-depth portfolio review with these 8 steps

Conduct a staged, comprehensive portfolio review: gather documents, evaluate savings and withdrawal rates, rebalance asset allocation, and maintain adequate cash reserves.
Real estate
fromwww.housingwire.com
2 months ago

Real estate leaders weigh in on potential ban on large investors

Large institutional investors own a small national share of single-family investor properties, so barring their purchases would likely have limited nationwide housing-market impact.
fromComputerWeekly.com
1 month ago

IT Sustainability Think Tank: AI infrastructure, shared responsibility and the real cost of progress | Computer Weekly

Artificial intelligence (AI) is no longer a future-state conversation. It is here, embedded across enterprise systems, cloud platforms, security tooling, analytics engines and decision-making frameworks. The pace of adoption has been extraordinary, and so is the scale and intensity of the infrastructure required to power it. Against this backdrop, Microsoft's recent call for a "community-first" approach to AI infrastructure is both timely and necessary.
Artificial intelligence
fromThe Art Newspaper - International art news and events
1 month ago

When it comes to restitution, how can museums solve a problem like inalienability?

When Thomas Jefferson wrote about the "inalienable" rights of man in the US Declaration of Independence 250 years ago, it's possible he lifted the term from the French. And long before it was ever used as an adjective to describe human rights, it defined royal property. To this day, "inalienability" remains a cornerstone of public collections in France-and many other countries-impacting museums and their ability to deaccession, including for purposes of restitution.
Arts
Environment
fromLondon Business News | Londonlovesbusiness.com
1 month ago

Why London's boardrooms are taking a hard look at cleaning chemicals - London Business News | Londonlovesbusiness.com

London organisations are shifting cleaning-chemical procurement from lowest-cost buying to compliant, traceable, and bespoke formulations driven by ESG and regulatory risk.
Business
fromEntrepreneur
2 months ago

How to Choose an Advisor for Complex Entrepreneurial Wealth

Select a fiduciary financial advisor experienced in entrepreneurial wealth complexity who advises on cash-flow, entity structure, exit planning, taxes, and business integration—not just investments.
Real estate
fromwww.housingwire.com
1 month ago

How to Comply with FinCEN Without Break Your Operations (or Budget)

FinCEN's Residential Real Estate Rule, effective March 1, 2026, requires title and escrow teams to file file-by-file AML reports and embed compliance into core workflows.
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