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Columns and Features

Time for a culture reboot (access required)

Your workplace, my workplace, the world’s workplaces have changed, and they still are, at rapid pace. Which means we need to change our company cultures, too. We aren’t the same offices we were a few years ago, and the cultures that worked in “before times” may no longer be appropriate now.   Besides, your company culture is ...

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‘Unwrapping’ the wrap fee account (access required)

As technological advances in recent decades have made it possible for investment managers to manage thousands of small accounts simultaneously, wrap fee programs have emerged as a popular service offering for many investment firms that work with retail investors. For example, firms that do not actually manage client ...

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Moving your business from sustainable to regenerative (access required)

Sustainability comes in many forms, but there is a general framework that all businesses can think about: waste, operational footprint and opportunities for innovation.   Waste is inevitable. Every business has a certain amount of waste, and some have more of a specific type ...

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Surgery speeds to the outpatient arena and business is booming (access required)

Cataract surgery in the 1950’s entailed a two-week hospital stay and several days lying in the dark with sandbags against each ear ensuring immobility. Today after a speedy outpatient procedure and on the way to lunch, the newly clear-sighted cataract patient ...

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Shots: Legal perspective on vaccine mandates for employers (access required)

With the recent full approval from the Food and Drug Administration (FDA) of the Pfizer vaccine against COVID-19, and as unvaccinated individuals continue to account for the majority of recent hospitalizations and deaths caused by COVID-19, employers throughout the country are considering, or being required to implement COVID-19 vaccination mandates for their ...

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Live-work-eat-play realty emerging as reality (access required)

We used to associate luxury and relaxation with getting away. We traveled to far-off destinations to indulge in the comforts of top hotels, resorts and spas. Comforts that were confined to hospitality and tourism packages offered by tour agents. Today, ...

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Deciphering out how Connected TV fits into your media strategy (access required)

You’ve heard about it, talked about it, watched it, but chances are there are still some aspects of Connected TV advertising that leave you scratching your head – and with good reason. With access points ranging from smart TVs to Rokus and gaming consoles, content available through countless streaming and Video on Demand platforms, and almost every ...

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Finger Lakes region is in good hands with Gov. Hochul (access required)

History was made in New York state with the ascension of Governor Kathy Hochul into the chief executive position for the state. I have had the honor and pleasure of knowing Gov. Hochul for many years, and have always enjoyed a very strong relationship with her. I have the utmost ...

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Disappointing investment results? Maybe it’s you (access required)

In the investment world, and perhaps in life, there has always been a battle between the actions we should be taking and the actions we actually do take. It’s a battle between the impulsive part of our brain and the ...

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Retirement plan compliance must be standard operating procedure (access required)

“My best days in retirement are when I give back to the community.”  — Anonymous  Stock markets continue to record all-time record levels throughout the pandemic since the original downdraft / sell-off on March 23, 2020.  401(k) and 403(b) retirement account values have increased ...

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Training important in building effective crisis response (access required)

“Our team was in full crisis mode recently when a project we were working on fell seriously short of the client’s expectations.  We managed to fumble through it and solve the problem, but in the process, I learned that my ...

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