FundFire: Why Asset Managers Appoint External CEO Successors
Succession planning initiatives are often complex and require a large…
Headhunting | The Evolution of a Specialized Professional Service
It is interesting to read The Economist’s updating of the important role…
Fast Company: The Science Behind Why Saving For Retirement Is Hard
“A successful retirement is created through careful planning and wise…
NPR | Planet Money: Moving Beyond GDP
It is interesting to note that the US Bureau of Economic Analysis…
Wilshire Associates: Asset Management Diversity In Action
One of the most exciting parts of the upcoming decade will be watching the…
Morningstar: 4 Traits Asset Managers Need for Success
Congratulations once again to Kunal Kapoor, Daniel Needham, CFA, and, of…
Money Management Institute: Chair and President’s Report January 2020
Congratulations to our successful candidate CEO Craig Pfeiffer and Board Chair…
FundFire: How Blackstone Built an $80B Wealth Juggernaut
Congratulations to Joan Solotar, Brendan Boyle, Joseph Lohrer, Avi Sharon,…
McKinsey: When Women Lead, Workplaces Should Listen
“Reflective organizations are able to transform themselves into…
The New York Times: The Big Business of Unconscious Bias
None of these efforts are perfect, but there are no longer any excuses…