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”]
January 4, 2021
Chevy Chase Trust Hires New President and CEO, Jeff Whitaker
Congratulations to Jeff Whitaker. He steps into a great firm, testament to the success of the…
December 2, 2020
Mutual Fund Directors Forum Conference of Fund Leaders: “Board Diversity — Facing the Barriers” (Panel)
It was rewarding to moderate the “Board Diversity — Facing the Barriers” panel at the Mutual Fund…
November 12, 2020
Institutional Investor: The Giant Schism in Asset Management Paychecks
Institutional Investor presents a wonderful article from 2015 on a topic that is still critical to…
August 20, 2020
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…
July 16, 2020
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…
June 25, 2020
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…
May 19, 2020
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…
April 23, 2020
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…
April 1, 2020
Ignites: Despite Layoffs, Industry Head Count Swelled 3% Last Year
“They’re consistently announcing layoffs of portfolio managers and multiple rounds of layoffs. And…
March 27, 2020
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…
March 9, 2020
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…
January 13, 2020
Wilshire Associates: Asset Management Diversity In Action
One of the most exciting parts of the upcoming decade will be watching the outcome of diversity…