Thought Leadership Resources
We have curated a collection of blogs and news items that we found important to the Asset & Wealth Management business.
December 12, 2024
InvestmentNews: Institutional Consultant and OCIO Snags Envestnet Director for Wealth Business
Our partnership with Clearstead has been really productive, and Jean Heath is hitting the ground…
November 26, 2024
The GIIN: Impact Dispatch
Great insights on sustainability from my old friend Amit Bouri. We concur that goals of sustainable…
November 26, 2024
FundFire: Envestnet Asset Manager Network Head Jumps to Consulting Firm
This was an exciting recruitment for a great firm that is really on the move. Clearstead's…
November 19, 2024
FundFire Alts: Two Sigma Hires Bridgewater Exec to Head Human Resources Team
The evolution of the business management of hedge funds and private equity firms is steady and…
November 7, 2024
FundFire: AI Won’t Take Your Job. Somebody Using It Better Might.
The rapid evolution of large language models for a wide range of applications in the investment…
September 30, 2024
FundFire: AB to NY Staffers — Want to Hot-Desk? Come in Four Days a Week
Another great example of how hybrid work programs are not a one-size-fits-all solution. We continue…
June 12, 2024
FundFire Alternatives: Hedge Funds Urged to Prepare for a Non-Compete Clause Ban
A pending rule change may not survive court challenges, but managers must be ready for a range of…
May 21, 2024
Pensions & Investments: Vanguard Watchers Expect Incremental Change, Not Revolution, Under New CEO Salim Ramji
Congratulations to Salim Ramji, Vanguard's incoming CEO! We view Ramji's recruitment as "in line…
February 16, 2024
FundFire: What Does it Take to Be an Asset Management CEO?
The skills of successful CEO candidates have shifted. Tech-savvy candidates with experience on…
January 2, 2024
FundFire: Changing of the Guard — CEO Succession Sped Up in 2023
The race to the top ended in October at Morgan Stanley with the appointment of Ted Pick to replace…
December 20, 2023
FundFire: Is the Industry Facing the Death of the Institutional Sales Role?
A shrinking institutional asset management market and the industry’s embrace of alternatives has…
December 13, 2023
FundFire Alts: Not a Single Female CEO, But Private Fund Managers Make C-Suite Moves
Great reporting by Tom Stabile and the team at FundFire Alts on women in leadership roles at…