Thought Leadership Resources

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

Vestigo Ventures: Insights from New York City FinTech Week

From our friends at Vestigo Ventures, attending the recent New York City Fintech Week events, this…

Mid-Year 2023 Compensation & Recruiting Commentary: Advancing Technology Dramatically Impacting Search Requirements

Every manager we work with, from CEOs to department heads to portfolio managers, is grappling with…

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

We wanted to make sure everyone had seen this great piece on hybrid work by Deloitte Casey Quirk.…

FundFire: Former SVB Private CIO Jumps to Neuberger Berman

'Soccacia was an integral part of SVB Private’s team and is a “real thought leader in the…

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

Great reporting by Benjamin Sheng on the recruitment of our successful candidate Jennifer Choi to…

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 the risks of hybrid work…

Investment News: Millions flow to Girls Who Invest

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

Ignites: Industry Bonuses Dove 20% in 2022

"Bonuses for asset management employees dropped 20% last year, a new report shows. 'Bonuses are a…

PR Newswire: Morningstar Funds Trust Board of Trustees Elects New Independent Trustee

It was an honor to be part of the mission of Morningstar through the recruitment of Jennifer Choi…

Plansponsor: SS&C Hires Nelson From Tata Consultancy as Retirement Business COO

The more mature segments of the investment business, such as defined contribution retirement plans,…

Women in ETFs

The Women in ETFs Breakfast at the Exchange ETFs conference was a home run. It is so exciting to…

Exchange ETFs | 2023 Conference

It was great to be part of the Exchange ETF 2023 conference, catching up on industry best practices…