Thought Leadership Resources

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

Women in ETFs: 6th Annual Inside ETFs Breakfast

What a great ride to have been an ally to Women in ETFs' evolution with founder Joanne Hill over…

Insitutional Investor: Who Deserves to Be a CEO?

In every CEO search I’ve recently worked on, the boards all want someone with a broader background:…

New York Times: Tech Is Splitting the U.S. Work Force in Two

Important early warning signs for social unrest: "Something different is going on in our current…

WealthManagement.com: LPL on the Rebound

Nice to see our long-time client LPL Financial and CEO Dan Arnold getting credit for the…

Mutual Fund Industry Awards 2019

Honored to be judging this year's Mutual Fund Industry and ETF Awards for Fund Intelligence. Click…

Ignites: Learn Technology Like Your Job Depends On It

This advice resonates with much of our recruiting work over the last couple of years. We…

FundFire: Family Offices Relying on Referrals, Not Headhunters to Hire Pros: Survey

Pleased that we are solidly not part of this trend! The complexity of managing a large family…

New York Times: Why 2018 Was the Best Year in Human History!

Despite our downbeat year-end forecast, it was nice to see that Nicholas Kristof found that the…

ETF.com: Cheap Active Mgmt Prudential’s ETF Goal

Great to see the ETF team at our client PGIM tackling the market in such a thoughtful way (despite…

ProPublica: If You’re Over 50, Chances Are the Decision to Leave a Job Won’t be Yours

Another interesting set of data, most likely related to unconscious bias, that firms need to be…

MFWire.com: 60 Percent of Distro Chiefs Want to Add This Job

This research reflects trends we are seeing in our recruiting work. Distribution organizations are…

Vestigo Ventures: Auld Lang Syne

Exciting outlook on fintech for 2019 from Vestigo Ventures.