Thought Leadership Resources

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

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…

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…

McKinsey & Company: Culture in the hybrid workplace

Hybrid work is here to stay. Its benefits are numerous, but integrating hybrid work successfully…

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…

McKinsey & Company: The office of the future

This is a great collection of insights from McKinsey & Company that dives into some of the more…

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…

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…

Chief Investment Officer: Ideas for Building Strong Investment Teams

Chief Investment Officer Magazine/ISS Editor Amy Resnick and her team continue to tackle tough,…

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…

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…

Barrons: Corporate Boards Need Term Limits

Excellent insights from fund trustee Theresa Hamacher who knows good governance! Wilbanks Partners…

Toigo Foundation: 2022 Gala

What an incredible evening, joining over 700 friends last night at the Toigo Foundation Gala in…