Thought Leadership Resources

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

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…

Wilbanks Partners Attends ICI Leadership Summit

The Investment Company Institute's Leadership Forum in Washington, DC, a couple of weeks ago was…

Ignites: Shops Keep AI Plans Hush as “Strategic Advantage”

Many asset and wealth managers are integrating artificial intelligence into their workflows.…

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…

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,…