Business Continuity Planning

A peer shares the firm's extensive business continuity plan and policies. Use this to improve yours

A peer shares 15 tips for responding to a disaster

Feedback sought on impact to firms' operations and business models and the effectiveness of BCPs

By the time you finish reading this story, three more of your fellow humans will have developed Alzheimer’s disease. More than 50 million people around ...

Here's another P&P for returning to work during the pandemic

Employees who use mass transit will not want to use it to commute and may have difficulty with transportation for a number of reasons

It has become possible that some type of pandemic like SARS or Ebola would require employees to abandon one or more of our offices and ...

While we remain in a remote work posture, you may find it necessary to visit the office for a specific purpose

Investment advisers and broker-dealers should take extra steps to make sure they’re validating investors’ identities and the authenticity of disbursement instructions, and have “a trusted ...

Investment advisers and broker-dealers should take extra steps to make sure they’re validating investors’ identities and the authenticity of disbursement instructions, have “a trusted contact ...