Thought Leadership Resources

We have curated a collection of blogs and news items that we found important to the Asset & Wealth Management business.

Ignites: Help Wanted — Shops Seek Distribution, Investment Specialists in 2025

Our business reflects these trends, with smaller alternative managers, in particular, hiring to…

NACD Directorship Certification

After over 20 years of Board recruiting and advisory work, including being part of the team that…

New York Times: Christmas? Hanukkah? This Year for Our Family, It’s Chrismukkah.

As my daughter-in-law comes from a family with a history in Russia's 19th century Jewish community,…

Financial Times: Happy 400th Birthday to the World’s Oldest Bond

At this time of year, I always reflect on the advice and guidance we give to clients and others…

InvestmentNews: Institutional Consultant and OCIO Snags Envestnet Director for Wealth Business

Our partnership with Clearstead has been really productive, and Jean Heath is hitting the ground…

Toigo Foundation Celebrates 35 Years at LA Defining Moments Gala

The Toigo Foundation is one of the more impactful philanthropic efforts I have participated in…

The GIIN: Impact Dispatch

Great insights on sustainability from my old friend Amit Bouri. We concur that goals of sustainable…

FundFire: Envestnet Asset Manager Network Head Jumps to Consulting Firm

This was an exciting recruitment for a great firm that is really on the move. Clearstead's…

FundFire Alts: Two Sigma Hires Bridgewater Exec to Head Human Resources Team

The evolution of the business management of hedge funds and private equity firms is steady and…

FundFire: AI Won’t Take Your Job. Somebody Using It Better Might.

The rapid evolution of large language models for a wide range of applications in the investment…

Bloomberg: Ecomonics + Equality — The New Americans

VOTE! We encourage everyone to participate in our fantastic democracy by making their voice heard.…

Wilbanks Partners Attends IDC’s 2024 Annual Fund Directors Conference

Incoming Independent Directors Council Chair Bill Ebsworth, IDC President Thomas Kim, and the…