Thought Leadership Resources

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

Money Management Institute 2019 Sales & Marketing Leadership Summit

Impressive two days at the MMI 2019 Sales & Marketing Leadership Summit last week under the…

McKinsey: Advanced Analytics in Asset Management — Beyond the Buzz

Helpful insights from McKinsey in this good overview of data and analytics best practice trends.

IRIOnline: IRI’S Chopus Unveils Organization Strategy Reflecting Passion for Helping Others to Secure Dignified Retirement

The IRI REACH19 conference last week was a fantastic update on the mission, strategy, and tactics…

Ignites: Biggest Tech Spenders Also Top Sales-Getters — Casey Quirk Report on Distribution 2.0

Interesting data acknowledging what our most innovative clients have been working on in…

Mutual Fund Directors Forum: “Mutual Fund Board of the Future” (Panel)

It was rewarding to be a member of the “Mutual Fund Board of the Future” panel at the Mutual Fund…

Institutional Investor: Want 20% Higher Returns? Do This.

Great example of the diversity dividend: Private equity & venture funds with gender-balanced senior…

S&P Global: Adding More Women to the U.S. Workforce Could Send Global Stock Markets Soaring

It was great to spend time with Jodie Ginsberg at the Women in ETFs session at the Inside ETF…

BNN Bloomberg: Sustainable Finance Is Growing in the World’s Worst-Polluting Country

In every CEO search I’ve recently worked on, the boards all want someone with a broader background:…

Women in ETFs: 6th Annual Inside ETFs Breakfast

What a great ride to have been an ally to Women in ETFs' evolution with founder Joanne Hill over…

Insitutional Investor: Who Deserves to Be a CEO?

In every CEO search I’ve recently worked on, the boards all want someone with a broader background:…

New York Times: Tech Is Splitting the U.S. Work Force in Two

Important early warning signs for social unrest: "Something different is going on in our current…

WealthManagement.com: LPL on the Rebound

Nice to see our long-time client LPL Financial and CEO Dan Arnold getting credit for the…