II US Institute CEO Roundtable: Leadership Gauntlet — Succession Planning During Comp Crunch (Panel)

Many thanks to the team at the Institutional Investor US Institute, especially…


Wilbanks Partners Attends ICI Leadership Summit

The Investment Company Institute‘s Leadership Forum in Washington, DC, a…


Ignites: Shops Keep AI Plans Hush as "Strategic Advantage"

Many asset and wealth managers are integrating artificial intelligence into…


Vestigo Ventures: Insights from New York City FinTech Week

From our friends at Vestigo Ventures, attending the recent New York City…


Deloitte Casey Quirk: Happy Together — The asset management industry heads back to the office?

Great piece on hybrid work by Deloitte Casey Quirk. Their insights closely…


FundFire: Former SVB Private CIO Jumps to Neuberger Berman

‘Soccacia was an integral part of SVB Private’s team and is a “real…


Fund Directions: Morningstar Funds Adds Former ICI Chief Counsel as New Indie

Great reporting by Benjamin Sheng on the recruitment of our successful…


The New York Times: What Young Workers Miss Without the ‘Power of Proximity’

Great to see that there is emerging data in support of our comments on…


Investment News: Millions flow to Girls Who Invest

Congratulations to Girls Who Invest founder Seema Hingorani, CEO Katherine…


Ignites: Industry Bonuses Dove 20% in 2022

“Bonuses for asset management employees dropped 20% last year, a new…