Ignites: Sabbaticals Swell in Popularity After Pandemic
Though sabbaticals were historically limited to the not-for-profit world, the…
Wilbanks Partners Attends FT Live Future of Asset Management Conference
Great content and a fantastic opportunity to visit with over 50 clients and…
Wilbanks Partners Attends IPA Vision 2023
The IPA Vision 2023 conference in Dallas at the new PGA headquarters was a…
PGIM Investments' The Inside Track: "How LPL Is Empowering the Delivery of Advice"
We highly recommend this episode of PGIM Investments‘ The Inside Track,…
CAIA Association: Shundrawn Thomas on the Educational Alpha Podcast
We highly recommend this episode of the CAIA Association’s podcast…
Institutional Investor: Changes to Side Letters, Audits, and More — Unpacking the SEC’s New Rules for Private Funds
Great reporting by Michael Thrasher and the team at Institutional Investor…
Ignites: Tighten Your Timeline — How to Prep Future Leaders
Great reporting by Sonya Swink of Ignites/Financial Times on succession…
FundFire: Traditional Interview Methods Won't Work with All Neurodiverse Talent — CEO
Great reporting by Bridget Hickey in this interview with industry pioneer…
Wilbanks Partners Takeaways from the NASP Financial Services Conference
Great to be part of the conversation on DEI with the opening Chief Diversity…
CFA Institute: Data Science for Investment Professionals Certificate
George is starting the CFA Institute’s Data Science for Investment…