Thought Leadership Resources
We have curated a collection of blogs and news items that we found important to the Asset & Wealth Management business.
August 31, 2022
FundFire: Brookfield Touts Succession Plans But Many Real Estate Managers Lag
While succession plans mean a great deal to limited partners, many managers struggle with the…
August 25, 2022
Ignites | Market Swings Push Shops to Cut Compensation Costs
Solid research by Scott Gockowski and the team at Casey Quirk. It is likely that most of these…
August 15, 2022
McKinsey & Company: Culture in the hybrid workplace
Hybrid work is here to stay. Its benefits are numerous, but integrating hybrid work successfully…
August 5, 2022
Ignites | States Strictest on Abortion Home to 31% of Industry Staff
Great reporting on a complex topic by Adrian D. Garcia and the team at the Financial Times…
July 31, 2022
McKinsey & Company: The office of the future
This is a great collection of insights from McKinsey & Company that dives into some of the more…
July 26, 2022
Institutional Investor: Asset Management M&A May Not Slow Down — But the Deals Will Be Different
This analysis correlates with our anecdotal experience with most of our clients. There is a heavy…
July 18, 2022
Ignites | Macquarie Taps PGIM Exec as Head of Retail Marketing
Congratulations to the Macquarie Group for a great recruitment of Alexandra Lee to Head of Retail…
July 14, 2022
Chief Investment Officer: Ideas for Building Strong Investment Teams
Chief Investment Officer Magazine/ISS Editor Amy Resnick and her team continue to tackle tough,…
July 12, 2022
FundFire: Want to be an Asset Mgmt CEO? Sharpen Your Social Skills
The evolution of skills for successful leadership in the asset and wealth management business…
June 23, 2022
PR Newswire: Morningstar Funds Trust Board of Trustees Elects New Independent Trustee
What a great conclusion to our partnership with Morningstar Funds Trustees with this announcement…
June 23, 2022
Barrons: Corporate Boards Need Term Limits
Excellent insights from fund trustee Theresa Hamacher who knows good governance! Wilbanks Partners…
June 17, 2022
Toigo Foundation: 2022 Gala
What an incredible evening, joining over 700 friends last night at the Toigo Foundation Gala in…