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The purpose of this paper is to explain amendments to the Investment Advisers Act custody rule, that recently became effective, which are intended to provide advisory clients with additional protections when a registered investment adviser has access to client assets.

The paper explains changes to the custody rule related to the definition of custody, delivery of account statements, surprise examinations, exemptions related to pooled investment vehicles, required internal control reports for advisers who maintain client assets themselves, the surprise examination requirement for privately offered securities, and amendments to Form ADV. It also explains effective and compliance dates.

Advisers should consider how to revise and tailor their written policies and procedures relating to custody; whether to continue the use of affiliated custodians; how to allocate the expenses for compliance with the new requirements, including accountants' fees for surprise examinations, internal control reports and liquidation audits; and whether to amend fund disclosure documents or separate account agreements to address expense allocation or other issues arising as a result of the new requirements.

The paper provides practical guidance from experienced securities lawyers.

“It should also be noted that the objective of convergence and equal distribution, including across under-performing areas, can hinder efforts to generate growth. Contrariwise, the objective of competitiveness can exacerbate regional and social inequalities, by targeting efforts on zones of excellence where projects achieve greater returns (dynamic major cities, higher levels of general education, the most advanced projects, infrastructures with the heaviest traffic, and so on). If cohesion policy and the Lisbon Strategy come into conflict, it must be borne in mind that the former, for the moment, is founded on a rather more solid legal foundation than the latter” European Commission (2005, p. 9)Adaptation of Cohesion Policy to the Enlarged Europe and the Lisbon and Gothenburg Objectives.

The unequal distribution of economic activities, transposed in economic, social and territorial disparities is the general characteristic of the European economy. Gaps increased in the context of European Union (EU) enlargement towards Eastern and Central Europe and of the economic crisis, thus bringing new differentiations among member states’ economies. The main aim of the chapter is to emphasise the centre-periphery differentiations in the European economy, by using a composite index of peripherality, in order to better understand the determinants of growth and convergence in Central and Eastern European countries and to reach normative conclusions for increasing Cohesion Policy (CP) effectiveness. The first part of the chapter provides a short overview of the main theories and models of the peripherality analysis and the relationships between the centre and the periphery, in order to find out how this analysis relates to the research in the field. The second part provides a comparative analysis of the evolution of European economies during 2003–2014, in order to find out whether the EU enlargement process stabilised the EU core-periphery pattern or, on the contrary, the process of core-periphery structural convergence occurred. The third part includes the suggested model of analysis (methodology, data, and main results) from a multidisciplinary perspective, underlining the centre-periphery differentiations on the two axes, North–South and West–East. The results have been interpreted in conclusions, with a focus on their relevance for the European CP challenges.

This study aims to focuses on the paradox of the great resignation (GR), great layoff (GL) and moonlighting (ML) phenomena triggered by the unprecedented complexity, extreme emotional distress and uncertainty caused by the pandemic to explore ways for mitigating their impact on the intention to stay (ITS).

A systematic literature review was conducted to explore the impact of the paradoxical GR, layoffs and ML on the ITS by the text analysis of a pool of 111 published articles across 57 journals between 2012 and 2024 using the Preferred Reporting Items for Systematic Reviews and Meta-Analyses approach. The factors impacting the ITS, and the underlying interlinkages of the paradoxical GR, GL and ML phenomena were subsequently inductively deduced using Nvivo software.

The new theoretical framework explains the evolving dynamics of the ITS and prompts toward a concurrent approach of viewing the paradoxical GR, layoffs and ML through a “common lens” revealing novel insights.

Employees have reprioritized work-life balance, mental health, multiple jobs for varied income streams, flexible work schedules and job satisfaction. Human resource managers should prioritize these aspects and adapt to the evolving workforce dynamics to create a resilient, employee-centric organizational environment where employees choose to stay.

To the best of the authors’ knowledge, this is the first study to concurrently examine the current paradox of the GR, layoffs and ML for enhancing the ITS, necessitating a re-evaluation of traditional perceptions of unemployment and job seeking.

The overall purpose of this study is to utilize the Theory of Planned Behavior (TPB) in combination with four dark tourism constructs (dark experience, engaging entertainment, unique learning experience, and casual interest) to gain a better understanding of behaviors and intentions of tourists who have visited or plan to visit a dark tourism location.

A total of 1,068 useable questionnaires was collected via Qualtrics Panels for analysis purposes. Confirmatory Factor Analysis (CFA) was used to verify satisfactory reliability and validity regarding the measurement of model fit. With adequate model fit, structural equation modeling was employed to determine positive and negative relationships between TPB and dark tourism constructs. In all, 11 hypotheses statements were tested within this study.

Results of this study indicate that tourists are curious, interested, and intrigued by dark experiences with paranormal activity, resulting in travel choices made for themselves based on personal beliefs and preferences, with minimal outside influence from others. It was determined that dark experience was the most influential of the dark tourism constructs tested in relationship to attitudes and subjective norm.

The data collected for this study were collected using Qualtrics Panels with self-reporting participants. The actual destination visited by survey participants was also not factored into the results of this research study.

This study provides a new theoretical research model that merges TPB and dark tourism constructs and established that there is a relationship between TPB constructs and dark tourism.

The purpose of this paper is to validate and measure the overall evaluation of electronic health record (EHR) and identify the factors that influence the health information systems (HIS) assessment in Brazil.

From February to May 2020, this study surveyed 262 doctors and nurses who work in hospitals and use the EHR in their workplace. This study validated the National Usability-focused HIS Scale (NuHISS) to measure usability in the Brazilian context.

The results showed adequate validity and reliability, validating the NuHISS in the Brazilian context. The survey showed that 38.9% of users rated the system as high quality. Technical quality, ease of use and benefits explained 43.5% of the user’s overall system evaluation.

This study validated the items that measure usability of health-care systems and identified that not all usability items impact the overall evaluation of the EHR.

NuHISS can be a valuable tool to measure HIS usability for doctors and nurses and monitor health systems’ long-term usability among health professionals. The results suggest dissatisfaction with the usability of HIS systems, specifically the EHR in hospital units. For this reason, those responsible for health systems must observe usability. This tool enables usability monitoring to highlight information system deficiencies for public managers. Furthermore, the government can create and develop actions to improve the existing tools to support health professionals.

From the scale validation, public managers could monitor and develop actions to foster the system’s usability, especially the system’s technical qualities – the factor that impacted the overall system evaluation.

To the best of the authors’ knowledge, this study is the first to validate the usability scale of EHR systems in Brazil. The results showed dissatisfaction with HIS and identified the factors that most influence the system evaluation.