Thought Leadership Resources
We have curated a collection of blogs and news items that we found important to the Asset & Wealth Management business.
FundFire: Why Asset Managers Appoint External CEO Successors
Succession planning initiatives are often complex and require a large investment of time over a…
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…