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  • Podcast

    May 28, 2021
    Podcast | Key Challenges for Asset Management Firms in 2021 and Beyond
    In this podcast, Protiviti Managing Director Sean Gleason discusses key challenges for asset management firms.

  • Infographic

    May 9, 2024
    Infographic | 2024 Top Risks in the Wealth and Asset Management Industry
    Identify top risks in wealth & asset management: inflation, market volatility, cyber risks, and more shaping the industry's future.

  • Podcast

    July 21, 2022
    Risky Women Podcast | Compliance & Risk Challenges for Small Asset Management Firms: Amy Aubin
    Jackie Sanz of Protiviti talks with Amy Aubin, a CCO of two firms in Canada, about compliance and risk challenges faced by compliance professionals of smaller firms in the asset management industry, where innovation and access to compliance networks are of importance in the management of risk. Amy Aubin is the Chief Compliance Officer of Waypoint Investment Partners Inc., an independent wealth…

  • Whitepaper

    December 11, 2022
    Positioning Asset Managers to Withstand Economic Sanctions
    Governments around the globe have engaged increasingly in offensive economic-sanction tactics in response to geopolitical conflicts, social injustice and violations of basic human rights. For fear of not being able to exit positions, leery market participants and investors have been swift to react. The economic ramifications of sanctions extend beyond the borders of the sovereign nations upon…

  • Client Story

    March 30, 2022
    Journey to the Microsoft Cloud: Global financial services institution modernizes and protects data assets with Microsoft 365
    Faced with the technical, compliance and data security challenges of launching Microsoft 365 across their global enterprise, a large financial services and investment institution needed to successfully deploy Microsoft 365 to its 30,000 employees while ensuring governance, compliance and data security. Because of the size and complexity of their firm, the financial institution had concerns with…

  • Newsletter

    September 10, 2021
    Ransomware: Analysing Risk and Protecting Critical Assets
    Ransomware is a current threat many people are struggling to understand and manage. Amid the headlines and uncertainty, how can the board respond strategically? Reputation damage, hefty ransoms and business continuity are all concerns with ransomware. But the core of the conversation is about the potential loss of intellectual property and customer information and the specter of unpleasant…

  • Podcast

    September 4, 2023
    The future of insurance asset protection in the metaverse
    What will insurance look like in the metaverse future? To help sort it all, the VISION by Protiviti podcast welcomes a panel of Protiviti insurance experts, including managing directors Shawn Seasongood and Tom Luick, as well as director Jackie Simmons. Alex Weishaupl, a managing director with Protiviti Digital practice, leads this important discussion.

  • Podcast Transcript

    September 4, 2023
    Transcript | The future of insurance asset protection in the metaverse
    What will insurance look like in the metaverse future? To help sort it all, the VISION by Protiviti podcast welcomes a panel of Protiviti insurance experts, including managing directors Shawn Seasongood and Tom Luick, as well as director Jackie Simmons. Alex Weishaupl, a managing director with Protiviti Digital practice, leads this important discussion.

  • Blogs

    June 8, 2022
    The Digital Wave – How It Impacts Data Management
    IssueJust as companies were starting to believe they had a handle on their internal data management and the governance of structured data, a new technology wave in the form of digitisation is sweeping the globe, rendering carefully crafted frameworks obsolete. This digital wave, fueled by massive quantities of unstructured and uncurated data being generated by social media, mobile devices and the…

  • Client Story

    December 16, 2021
    Strong, flexible identity and access management, built collaboratively
    Solving complex identity and access management issues for an organisation often requires finesse, collaboration and the ability to creatively meet the needs of all aspects of the business with a single solution. One global biopharmaceutical company discovered the power of collaboration as it worked to replace an existing access management implementation, harmonising two distinct populations(…
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