In our 16th Annual Talent Trends Research Report, we have distilled down our industry leadership’s lens on people, process and [...]
WHITE PAPERS
Talent Trends Report – Asset Management Leadership – January 2024
Asset Management is evolving and the business is being redefined with innovative products, tools, and technology. Evolution implies the need [...]
Talent Trends Report – Asset Management Distribution Leadership – December 2022
Asset management firms are focused on growth, but according to our latest Talent Trends Report, finding talent to fully execute [...]
CASE STUDIES
Executive Search Case Study – Hiring A COO & CEO Successor
This case study, based on one of Kathy Freeman Company’s successful search engagements, is intended to illustrate our unique approach [...]
Executive Search Case Study – Redefining A Leadership Role
This case study, based on one of Kathy Freeman Company’s successful search engagements, is intended to illustrate our unique approach [...]
Executive Search Case Study – Succession Planning
This case study, based on one of Kathy Freeman Company’s successful search engagements, is intended to illustrate our unique approach [...]
BLOGS
Cultivating Talent That Thrives Amid Organizational Change
Organizational change has been rampant across the investment industry! 86% of leaders surveyed for our 16th Annual Talent Trends Report [...]
A Growth Mindset: The Ultimate Change Management Tool
What is the most critical capability being personally developed by leadership today and sought after when hiring up and coming [...]
Progress On Improving DEI, But Challenges Remain
Asset management leaders expressed optimism about progress in driving DEI outcomes. Building upon insights from our 2024 Annual Talent Trends [...]
Productivity: Its Heightened Importance Today In Asset Management Distribution
Almost 80% of leaders in asset management are re-evaluating how they measure productivity, as evolving client needs drive asset [...]
How Best-In-Class Marketing Leaders Differentiate Themselves
How do you think about best practices in marketing leadership? Take a look at just a few critical dimensions winning [...]
Re-Engineering Retention
How can leaders become more intentional to defend against unwanted turnover? What are the top 3 reasons why key talent [...]
Aggregation – Is it Working for Wealth Management?
Is aggregation working for wealth management? In light of recent market developments that have impacted banks and their wealth management [...]
Leadership Insights: The Importance of the COO in Unlocking Corporate Growth
Over the last 18 months, the Kathy Freeman Company witnessed a substantial increase in Chief Operating Officer searches throughout the [...]
2023’s Talent Shortage – The Pressure is Increasing!
Building the Talent Trends Report each year is always a unique opportunity to focus on how leaders look at their [...]
Talent Strategies for an Uncertain Time: Timely Insights Field-Tested by Senior Leadership
I recently had the opportunity to connect with senior leaders from the investment industry to discuss human capital. In a [...]
Will Q1 2022 Be the Tipping Point for Retirements in the Asset Management Business?
More than half of the estimated 5.25 million people who left the workforce during the COVID-19 pandemic appear to have [...]
Turnover is Accelerating: Three Trends Behind the Talent Shift in Financial Services
The financial services industry is undergoing a seismic demographic shift accelerated by the pandemic. An industry filled with aging Baby [...]
The Smart Approach to Executive Hiring in a Virtual World
Companies across all industries have pivoted to virtual interviews since the pandemic began. Now 13 months into this grand experiment, [...]
Pandemic’s Impact On Human Capital & Executive Search At Family Offices, RIAs
This commentary was published on June 12th, 2020 in Family Wealth Report. The pandemic has forced leaders to reflect and [...]
Gauging Your Own Professional Health – Time to Dig In or Pivot?
Year end is a perfect time to reflect on your career. Whether you are an individual contributor or in executive [...]
Are You Guilty of Unconscious Bias? Five Ways to Build A More Equitable Workplace
For over two decades, our work in the investment industry has allowed us to build wonderful relationships with exceptional people. [...]
Why EI and EQ Are Critical in Institutional Asset Management
We recently participated in a roundtable discussion on the Evolution of the Institutional Asset Management Job Market hosted by Fundfire. [...]
How Leadership Skill Sets in Asset Management Have Evolved
I was recently interviewed by my good friend, Rob Shore, for his Wholesaler Masterminds Lessons From Leaders Podcast Series to share [...]