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9 Nov 2023, 1:07 pm by Cynthia Marcotte Stamer
quickly to implement and communicate 2024 health spending account (“HFSA”), high deductible health plan amounts relevant to determining eligibility to contribute to a medical savings account (“MSA”), adoption credit and exclusion limits, and other inflation-adjusted limitations relevant to the annual enrollment, withholding and other year-end tax and benefit planning of workers and their families to assist workers to take into account these adjustments during 2024 benefit… [read post]
8 Nov 2023, 9:05 pm by renholding
Unlike investors in mutual funds, investors in CITs have no voting rights and, at the same time, have limited exit rights. [read post]
6 Nov 2023, 6:31 am
Strong oversight to help mitigate this risk is becoming critical to the health of corporations and thus is viewed increasingly as a key governance issue. [read post]
6 Nov 2023, 6:31 am
Strong oversight to help mitigate this risk is becoming critical to the health of corporations and thus is viewed increasingly as a key governance issue. [read post]
5 Nov 2023, 3:10 pm by Cynthia Marcotte Stamer
Health plans, health care providers, healthcare clearinghouses and their business associates (“Covered Entities” should check out this new Office of Civil Rights (“OCR”) video intended to educate health care industry players about real world cyber-attack trends from OCR breach reports, OCR investigations and how implementation of appropriate Health Insurance Portability & Accountability Act (“HIPAA”) Security Rile compliance can mitigate their exposure to… [read post]
27 Oct 2023, 6:00 am by Michelle
BIS Advances Oversight Structure for Broader Faster Payments EcosystemPayments Dive – October 23, 2023 Strategic alignment among jurisdictions seeking to develop a worldwide governance of interlinked faster payment systems is key, along with a long-term plan and flexibility, according to an interim report published last week by a committee of the Bank for International Settlements. [read post]
26 Oct 2023, 6:30 am
Posted by Lindsey Stewart, Morningstar, Inc, on Thursday, October 26, 2023 Editor's Note: Lindsey Stewart is Director of Investment Stewardship Research at Morningstar, Inc. [read post]
26 Oct 2023, 6:30 am
Posted by Lindsey Stewart, Morningstar, Inc, on Thursday, October 26, 2023 Editor's Note: Lindsey Stewart is Director of Investment Stewardship Research at Morningstar, Inc. [read post]
25 Oct 2023, 12:29 pm by Silver Law Group
  SW Financial   Jin Zhu   Morgan Stanley   Key Investment Services LLC FINRA makes this information available, in part, to inform investors about potential red flags or problems with certain stockbrokers. [read post]
24 Oct 2023, 9:01 pm by renholding
It undermines the investor confidence needed for the fair, efficient, and orderly operation of our markets and for capital formation. [read post]
20 Oct 2023, 2:40 pm by CFM Admin
We provide a brief summary of the key elements of the New Private Fund Adviser Rules below. [read post]
19 Oct 2023, 9:05 pm by renholding
”[19]  We anticipate gaming platforms will ultimately become a key service offering of the cloud giants, leading to the gamification of banking and much more. [read post]
18 Oct 2023, 9:01 pm by renholding
Like the SEC’s prior action against BNY Mellon Investment Adviser Inc. [read post]
6 Oct 2023, 6:30 am
Platt (University of Kansas School of Law), on Wednesday, October 4, 2023 Tags: Congress, Mandatory Disclosure, Regulators, Securities Act Proxy Voting Insights: Key ESG Resolutions Posted by Lindsey Stewart, Morningstar, Inc, on Wednesday, October 4, 2023 Tags: E&S, ESG, Proxy voting, Shareholder Do Consumers Care About ESG? [read post]
6 Oct 2023, 6:30 am
Platt (University of Kansas School of Law), on Wednesday, October 4, 2023 Tags: Congress, Mandatory Disclosure, Regulators, Securities Act Proxy Voting Insights: Key ESG Resolutions Posted by Lindsey Stewart, Morningstar, Inc, on Wednesday, October 4, 2023 Tags: E&S, ESG, Proxy voting, Shareholder Do Consumers Care About ESG? [read post]
2 Oct 2023, 9:01 pm by renholding
  This principle was articulated in In re Caremark International Inc. [read post]
18 Sep 2023, 9:05 pm by renholding
Companies’ diversity and inclusion (D&I) practices have attracted widespread attention and support from investors, policymakers, and the public. [read post]