Thought Leadership Resources

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

FundFire: Asset Management Comp Slides Lower, Except for Those with Specialized Skills

"Asset management industry paychecks are on the decline, but not for workers with specialized…

The New York Times: As the Start-Up Boom Deflates, Tech Is Humbled

This is a fantastic opportunity for asset management and wealth management firms to put their…

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…

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…