Thought Leadership Resources
We have curated a collection of blogs and news items that we found important to the Asset & Wealth Management business.
Chevy Chase Trust: Jessica Frommer Joins Firm As Client Services Manager
Congratulations to our successful candidate, Jessica Frommer, as she joins Chevy Chase as their new…
PR Newswire: Sara Sikes Joins Altrinsic Global Advisors as Head of Client Experience
We are thrilled to see Sara Sikes join Altrinsic Global Advisors in a partnership that will define…
Institutional Investor: How Much Are Managers Paying for Data?
It is amazing how quickly the investment business is turning into a technology game. We see this…
FundFire: Nuveen Overhauls its Approach to Wealth Management Distribution
"Nuveen has reorganized its U.S. wealth advisory services distribution model in a bid to focus on…
Ignites | Building the Pipeline: Shops Seek to Draw More Diverse Interns
We are so proud to support these innovative solutions which broaden the pipeline at our clients…
Bloomberg: New York Times Makes Juneteenth a Holiday Following Protests
"Juneteenth, which takes place on June 19, commemorates the day in 1865 on which enslaved people in…
IRI STATEMENT: TO SECURE OUR FUTURE, WE MUST ADDRESS AND CHANGE OUR PRESENT
Thanks to our successful candidate Wayne Chopus and the fantastic Board of the Insured Retirement…
Institutional Investor | The Dirty Secret of Asset Management: It’s Doing…Okay?
“Comparing Q1 of this year versus Q1 of last year, both revenues and margins were up in that…
Pensions & Investments: 51% of alts investors to stand pat on private market allocations
"Slightly more than half of alternatives investors, 51%, do not expect to make any changes to their…
Board IQ: Board Diversity Still a Priority, but Numbers Stay the Same
“Diversity has shifted from a philanthropic discussion about ‘it’s the right thing to do’ to one…
Ignites | Active Activity: Boutiques Pulled In More Sales Than Fund Giants
"Many boutique fund shops collected more money during the first three months of 2020 than did their…
McLagan Insights: For Financial Services Firms, COVID-19 Means Navigating Uncertainty on Many Levels
Great work again from the McLagan/Aon team. Thanks to Shelley Eisenhandler for these valuable and…