Thought Leadership Resources
We have curated a collection of blogs and news items that we found important to the Asset & Wealth Management business.
January 9, 2025
Ignites: Help Wanted — Shops Seek Distribution, Investment Specialists in 2025
Our business reflects these trends, with smaller alternative managers, in particular, hiring to…
January 7, 2025
NACD Directorship Certification
After over 20 years of Board recruiting and advisory work, including being part of the team that…
December 26, 2024
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,…
December 16, 2024
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…
December 12, 2024
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…
December 10, 2024
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…
November 26, 2024
The GIIN: Impact Dispatch
Great insights on sustainability from my old friend Amit Bouri. We concur that goals of sustainable…
November 26, 2024
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…
November 19, 2024
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…
November 7, 2024
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…
November 5, 2024
Bloomberg: Ecomonics + Equality — The New Americans
VOTE! We encourage everyone to participate in our fantastic democracy by making their voice heard.…
November 1, 2024
Wilbanks Partners Attends IDC’s 2024 Annual Fund Directors Conference
Incoming Independent Directors Council Chair Bill Ebsworth, IDC President Thomas Kim, and the…