State Street || The Big Shift: Finding a New Center of Gravity in the Investment Industry

Another great piece from the State Street Center for Applied Research, notable…


Institutional Investor: Study Reveals Allocator Bias Against Black Fund Managers

“Top-performing black fund managers face more scrutiny from institutional…


InvestmentNews: Time to shift your hiring goal from 'culture-fit' to 'culture-add'

“As a firm owner or decision-maker, you have the power to make an impact…


CFA Institute Seminar for Global Investors: Improving Investment Decisions

It was great to be part of the 65th annual Seminar for Global Investors…


Money Management Institute: Journal of Investment Advisory Solutions

Congratulations to Chair Jen Abate, CEO Craig Pfeiffer and the rest of…


New York Times || Amazon’s Latest Experiment: Retraining Its Work Force

Asset management firms need to begin to think more broadly about human capital…


FundFire: Managers Waste Money Falling for 'Tech Hype'

“Our mission is to add value that enhances the investment management…


Deloitte Insights: Tapping Into the Aging Workforce In Financial Services

“​As more and more boomers put off retirement, financial services firms…


TEDx Talk: What Makes a Good Life? Lessons From the Longest Study On Happiness

“What keeps us healthy and happy as we go through life? If you were going…