Thought Leadership Resources
We have curated a collection of blogs and news items that we found important to the Asset & Wealth Management business.
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…
October 11, 2019
FundFire: $75B Fixed Income Manager Names First-Ever CEO
Income Research + Management has named its first-ever CEO, as it formalizes leadership positions in…
July 25, 2019
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…
July 19, 2019
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…
June 25, 2019
Institutional Investor: The Rising Expense That’s Pressuring Asset Managers
Great reporting by Julie Segal of Institutional Investor presenting some of the most important data…
May 16, 2019
FundFire Exchange: Recruiter Roundtable — The Evolution of the Institutional Asset Management Job Market (webinar)
In this webcast hosted by Danielle Verbrigghe, George Wilbanks discusses the rapid evolution of the…
April 17, 2019
FundFire: Bridgewater Moves to ‘Revolutionize’ Ops Functions
Nearly a month into their new human resources, recruiting, and finance partnership, Bridgewater and…
March 26, 2019
Board IQ: Recruiting Takes a Lot of Time, With or Without Help
It is always important to manage expectations regarding search timelines, perhaps especially so…
March 11, 2019
Mutual Fund Directors Forum: “Mutual Fund Board of the Future” (Panel)
It was rewarding to be a member of the “Mutual Fund Board of the Future” panel at the Mutual Fund…
February 11, 2019
Insitutional Investor: Who Deserves to Be a CEO?
In every CEO search I’ve recently worked on, the boards all want someone with a broader background:…