Thought Leadership Resources

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

Ignites.com: Getting Noticed on LinkedIn — for the Right Reasons

LinkedIn is a powerful tool for asset managers and their employees to build their brands and grow…

Ignites: Help Wanted — Shops Seek Distribution, Investment Specialists in 2025

Our business reflects these trends, with smaller alternative managers, in particular, hiring to…

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…

The GIIN: Impact Dispatch

Great insights on sustainability from my old friend Amit Bouri. We concur that goals of sustainable…

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…

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…

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…

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…

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…

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…

FundFire: Managers Grapple with Bonus Metrics for Institutional Mandates

The complexity of selling investment services to institutional buyers continues to grow in line…

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…