Thought Leadership Resources

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

[resources_posts_menu category=”news”]

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…

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…

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 | Hiring and Firing: How Covid-19 Compares to Financial Crisis, Dot-Com Bust

Great historical analysis here and great reporting by Adrian D. Garcia at Ignites. My comments in…

Ignites: Despite Layoffs, Industry Head Count Swelled 3% Last Year

“They’re consistently announcing layoffs of portfolio managers and multiple rounds of layoffs. And…

Fund Board Views | Q&A: Women On Mutual Fund Boards

Thank you to Hillary Jackson at Fund Board Views for including us in this important conversation on…

FundFire: Asset Management Comp Slides Lower, Except for Those with Specialized Skills

"Asset management industry paychecks are on the decline, but not for workers with specialized…

Wilshire Associates: Asset Management Diversity In Action

One of the most exciting parts of the upcoming decade will be watching the outcome of diversity…

FundFire: $75B Fixed Income Manager Names First-Ever CEO

Income Research + Management has named its first-ever CEO, as it formalizes leadership positions in…

CFA Institute Seminar for Global Investors: Improving Investment Decisions

It was great to be part of the 65th annual Seminar for Global Investors co-hosted by the CFA…

InvestmentNews: Why a culture of compliance is critical

“[M]uch of the current regulatory activity has picked up on the demands of a more educated…