Thought Leadership Resources

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

Headhunting | The Evolution of a Specialized Professional Service

It is interesting to read The Economist's updating of the important role executive recruiters play…

Fast Company: The Science Behind Why Saving For Retirement Is Hard

"A successful retirement is created through careful planning and wise choices. By becoming aware of…

NPR | Planet Money: Moving Beyond GDP

It is interesting to note that the US Bureau of Economic Analysis "will start publishing new…

Wilshire Associates: Asset Management Diversity In Action

One of the most exciting parts of the upcoming decade will be watching the outcome of diversity…

Morningstar: 4 Traits Asset Managers Need for Success

Congratulations once again to Kunal Kapoor, Daniel Needham, CFA, and, of course, Greggory Warren,…

Money Management Institute: Chair and President’s Report January 2020

Congratulations to our successful candidate CEO Craig Pfeiffer and Board Chair Jennifer Abate, as…

FundFire: How Blackstone Built an $80B Wealth Juggernaut

Congratulations to Joan Solotar, Brendan Boyle, Joseph Lohrer, Avi Sharon, Sheila Rapple and the…

McKinsey: When Women Lead, Workplaces Should Listen

"Reflective organizations are able to transform themselves into truly inclusive workplaces, taking…

2019 Year-End Review: Fragmentation of Recruiting Demand Follows Organic Growth Niches

The “two-tiered” story of growth and profitability has driven our search work to be very niche…

The New York Times: The Big Business of Unconscious Bias

None of these efforts are perfect, but there are no longer any excuses for not taking the risks…

FundFire: $75B Fixed Income Manager Names First-Ever CEO

Income Research + Management has named its first-ever CEO, as it formalizes leadership positions in…

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 both for the depth…