Board IQ: Recruiting Takes a Lot of Time, With or Without Help

It is always important to manage expectations regarding search timelines.…


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…


Institutional Investor: Want 20% Higher Returns? Do This.

Great example of the diversity dividend: Report by IFC, Oliver Wyman, and the…


Women in ETFs: 6th Annual Inside ETFs Breakfast

What a great ride to have been an ally to Women in ETFs’ evolution…


New York Times: Tech Is Splitting the U.S. Work Force in Two

Important early warning signs for social unrest: “Something…


WealthManagement.com: LPL on the Rebound

Nice to see our long-time client LPL Financial and CEO Dan Arnold getting…


New York Times: Why 2018 Was the Best Year in Human History!

Despite our downbeat year-end forecast, it was nice to see that Nicholas…


Vestigo Ventures: Auld Lang Syne

Exciting outlook on fintech for 2019 from Vestigo Ventures. George…


2018 Year End Review: Fading Confidence

This was a year of changing fortunes in the Asset & Wealth Management…