Thought Leadership Resources

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

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…

Calvert Impact Capital: Just Good Investing — Why Gender Matters to Your Portfolio and What You Can Do About It

Thanks to the team at Calvert Impact Capital for this extremely valuable, data-rich analysis that…

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.

FundFire: KKR, Apollo Trumpet Aggressive Growth Plans

According to George Wilbanks, larger firms will stay afloat during the downturn of the economy by…

Ignites: Volatility to Pinch 2018 Bonus Pay

In this article by Jill Gregorie, George Wilbanks comments on compensation trends and expectations…

2018 Year End Review: Fading Confidence

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

McLagan Insights: To Truly Assess Gender Pay Gaps, Companies Must Dig Below the Surface

As always, our friends (and former client) at McLagan take a data driven and thoughtful approach to…

Pensions & Investments: Salary history ban won’t be problem for money managers, recruiters say

Great reporting by Danielle Walker on recent developments and practices as firms go beyond adapting…