COVID-19 has upended virtually every area of employee engagement: compensation, recruitment, retention, Next Gen development, succession planning, and corporate culture. [...]
WHITE PAPERS
Talent Trends Report – Asset Management Distribution Leadership – October 2020
This Talent Trends Report is based on a survey of an exclusive group of executive-level sales and distribution leaders in [...]
CEO Succession Plans – COVID-19’s Impact on RIAs & Multi-Family Offices – June 2020
The pandemic has served as a wake-up call for CEOs and Founders of RIAs and Multi-Family Offices. Succession planning is [...]
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
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 [...]
Successful Talent Acquisition In A Full-Employment Economy
How difficult is it to recruit top-tier talent in today’s full-employment economy? The task is harder than you might think [...]
Leadership Interview Series – Derek Burke – FSC Securities
Kathy Freeman Company’s Leadership Q&A Series is an ongoing set of interviews with investment industry leaders from Asset Management, Brokerage, [...]
Leadership Interview Series – Sam Austin – NEPC
Kathy Freeman Company’s Leadership Q&A Series is an ongoing set of interviews with investment industry leaders from Asset Management, Brokerage, [...]
Leadership Interview Series – James Carney – Morningstar
Kathy Freeman Company’s Leadership Q&A Series is an ongoing set of interviews with investment industry leaders from Asset Management, Brokerage, [...]
Why Millennials Matter as the Investment Industry Matures
Our annual analysis of investment industry recruiting trends is typically well-read, but we didn’t anticipate the reaction we received from [...]
Celebrating 25 Years of Success!
That was quick! In what seems like the blink of an eye, 25 years have passed since I started Kathy [...]
How to Get More Women on the Boards of Investment Companies
This piece originally ran in Family Wealth Report. Is it possible that 468 publicly traded companies across America do not [...]
Talent, Not Technology, Still Carries the Day in the Investment Industry
A recent survey of Ignites readers concluded that sales and marketing professionals are quickly headed for extinction due to technology, [...]
Finding Talent in a Tight Labor Market
This perspective was originally published in Financial Advisor IQ. It looks like 2017 will be another record year for M&A [...]