Thought Leadership Resources

We have curated a collection of blogs and news items that we found important to the Asset & Wealth Management business.

McLagan Insights: Are You Hiring the Best Talent for Your Firm?

Half of our clients today utilize some form of assessment. It is an important tool for more…

Institutional Investor: Why Is No One Listening to Jeremy Grantham?

Noting that investors currently feel “comfortable and confident,” Jeremy Grantham is warning of a…

Ignites: People Feature — New Generation of CEOs Greeted with Industry in Transition

There has been a trend in leadership succession planning in the investment business to accelerate…

On Wall Street: Vanguard’s Digital Advice Platform Crosses $100B

Very interesting to observe the remarkably strong growth of Vanguard's Personal Advisor Services.…

The Latimer Group: Five Tips for Gaining Attention and Mindshare in 2018

With attention spans shrinking, there is exponentially more competition for mindshare and attention…

Ignites: Allianz to Investors — You Don’t Make Money, We Don’t Get Paid

Looking to lure cost-sensitive investors back to its actively managed fund line, Allianz has…

New York Times: The Bitcoin Boom — In Code We Trust

Bitcoin may be in a bubble, but it is part of a much bigger trend that is here to stay: a shift in…

Ignites: Sexual Harassment Commonplace in Industry (Survey)

Nearly a third of women working in fund management have reported sexual harassment on the job, from…

2017 Year End Update: Compensation Disappointments Expected

After spending time with clients this fall, we came to the conclusion that many of the predictions…

Benefit News: Five Succession Planning Systems to Watch

These new systems allow for employers to track and monitor employee operation and performance.

FundFire: BlackRock “Forces” Diversity with Compensation Incentives — Fink

BlackRock CEO Larry Fink said that corporate America's diversity problem must be changed by…

Institutional Investor: Corner Office — Why Fund Firms Want Fresh Blood

Asset managers looking to shake up their businesses are skipping a generation of management,…