Thought Leadership Resources
We have curated a collection of blogs and news items that we found important to the Asset & Wealth Management business.
June 7, 2023
II US Institute CEO Roundtable: Leadership Gauntlet — Succession Planning During Comp Crunch (Panel)
Many thanks to the team at the Institutional Investor US Institute, especially Jim McCaughan and…
May 26, 2023
Wilbanks Partners Attends ICI Leadership Summit
The Investment Company Institute's Leadership Forum in Washington, DC, a couple of weeks ago was…
May 18, 2023
Ignites: Shops Keep AI Plans Hush as “Strategic Advantage”
Many asset and wealth managers are integrating artificial intelligence into their workflows.…
May 17, 2023
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…
May 15, 2023
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.…
May 10, 2023
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…
April 26, 2023
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…
April 24, 2023
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…
April 5, 2023
Investment News: Millions flow to Girls Who Invest
Congratulations to Girls Who Invest founder Seema Hingorani, CEO Katherine Jollon Colsher, and…
March 16, 2023
Ignites: Industry Bonuses Dove 20% in 2022
"Bonuses for asset management employees dropped 20% last year, a new report shows. 'Bonuses are a…
March 15, 2023
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…
February 27, 2023
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,…