Thought Leadership Resources
We have curated a collection of blogs and news items that we found important to the Asset & Wealth Management business.
March 9, 2020
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…
February 24, 2020
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…
February 21, 2020
FundFire: Why Asset Managers Appoint External CEO Successors
Succession planning initiatives are often complex and require a large investment of time over a…
February 6, 2020
Headhunting | The Evolution of a Specialized Professional Service
It is interesting to read The Economist's updating of the important role executive recruiters play…
January 30, 2020
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…
January 28, 2020
NPR | Planet Money: Moving Beyond GDP
It is interesting to note that the US Bureau of Economic Analysis "will start publishing new…
January 13, 2020
Wilshire Associates: Asset Management Diversity In Action
One of the most exciting parts of the upcoming decade will be watching the outcome of diversity…
January 10, 2020
Morningstar: 4 Traits Asset Managers Need for Success
Congratulations once again to Kunal Kapoor, Daniel Needham, CFA, and, of course, Greggory Warren,…
January 1, 2020
Money Management Institute: Chair and President’s Report January 2020
Congratulations to our successful candidate CEO Craig Pfeiffer and Board Chair Jennifer Abate, as…
December 31, 2019
FundFire: How Blackstone Built an $80B Wealth Juggernaut
Congratulations to Joan Solotar, Brendan Boyle, Joseph Lohrer, Avi Sharon, Sheila Rapple and the…
December 19, 2019
McKinsey: When Women Lead, Workplaces Should Listen
"Reflective organizations are able to transform themselves into truly inclusive workplaces, taking…
November 20, 2019
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…