Thought Leadership Resources
We have curated a collection of blogs and news items that we found important to the Asset & Wealth Management business.
March 22, 2018
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…
February 28, 2018
Institutional Investor: Why Is No One Listening to Jeremy Grantham?
Noting that investors currently feel “comfortable and confident,” Jeremy Grantham is warning of a…
January 8, 2018
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…
January 5, 2018
On Wall Street: Vanguard’s Digital Advice Platform Crosses $100B
Very interesting to observe the remarkably strong growth of Vanguard's Personal Advisor Services.…
December 29, 2017
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…
December 20, 2017
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…
December 18, 2017
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…
December 18, 2017
Ignites: Sexual Harassment Commonplace in Industry (Survey)
Nearly a third of women working in fund management have reported sexual harassment on the job, from…
December 5, 2017
2017 Year End Update: Compensation Disappointments Expected
After spending time with clients this fall, we came to the conclusion that many of the predictions…
November 29, 2017
Benefit News: Five Succession Planning Systems to Watch
These new systems allow for employers to track and monitor employee operation and performance.
November 21, 2017
FundFire: BlackRock “Forces” Diversity with Compensation Incentives — Fink
BlackRock CEO Larry Fink said that corporate America's diversity problem must be changed by…
November 20, 2017
Institutional Investor: Corner Office — Why Fund Firms Want Fresh Blood
Asset managers looking to shake up their businesses are skipping a generation of management,…