Thought Leadership Resources

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

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…

Mid-Year 2024 Compensation & Recruiting Commentary: Accelerating Use of Advanced Technology Significantly Alters Executive Demand

The rapid development of large language models, on top of a decade of significant advancements in…

Just Capital: America’s Top 10 Companies for Environmental Performance in 2024

"Environmental protection in the U.S. has for the most part been a unifying issue over the years,…

Washington Business Journal: Executive Insights — Jeff Whitaker, President & CEO of Chevy Chase Trust

We are thrilled to see our successful candidate, Jeff Whitaker, President & CEO of Chevy Chase…

Fund Board Views: Oversight of Distribution for Fund Directors

We want to highlight John Krieg's excellent Viewpoint for Fund Board Views. It's a three-part…

ETF.com: Six Women to Watch in ETFs

Excellent feature from Lucy Brewster spotlighting six female leaders in the hashtag#ETF industry,…

Financial Times: Women Continue to Lead the Way in the ETF Industry

Fantastic to see this commentary in the Financial Times highlighting Women in ETFs' progress, and…

FundFire: Managers Grapple with Bonus Metrics for Institutional Mandates

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

ICI: Celebrating the 100th Anniversary of the Mutual Fund

Today marks an important day in our nation’s history: the establishment of the first mutual fund in…

Wilbanks Partners Attends the 2024 ICI/IDC Investment Management Conference

Great to be a part of the ICI/IDC Investment Management Conference in Palm Desert, visiting with so…

KKR: Elevating Female Voices and Stories This Women’s History Month

We cannot wait to dive into these titles recommended by KKR's portfolio company, Simon & Schuster,…

Wilbanks Partners Celebrates Women’s History Month & International Women’s Day

In honor of International Women's Day, we are reflecting on the immense progress made in the…