Thought Leadership Resources
We have curated a collection of blogs and news items that we found important to the Asset & Wealth Management business.
September 1, 2017
CFA Institute Magazine: Where Will the Next Hiring Hotspots Be?
George Wilbanks weighs in on changes facing the investment industry’s global talent market, from…
August 31, 2017
ETF.com: A Deeper Dive into ESG ETF Portfolios
Great to see solid reporting on this interesting topic. Sustainability in finance is going…
August 16, 2017
FundFire: Bridgewater Leads Pack on Client Service with Massive Staff
The hedge fund and private equity industries, generally lagging their more traditional peers in the…
August 1, 2017
IBM Watson Client Insight for Wealth Management
Interesting new developments in digital marketing for investment advice from IBM.
July 26, 2017
Ignites.com: SSGA Votes “No” 400 Times over Gender Diversity
Nice to see that money talks with regard to gender diversity in the boardroom.
July 14, 2017
New York Times: Aiming to Do Good, Not Just Well
Tim Gray highlights Morningstar’s sustainability ratings, which offer a creative and useful…
July 11, 2017
Bloomberg: Asset Management Revenue Falls in 2016 for First Time Since 2008
Tipping point! Should make the rest of the year really interesting.
June 28, 2017
Bloomberg: Investors Have Lost Sight of the Purpose of Indexes
There is no such thing as passive investing. All indexes are actively managed with important market…
June 26, 2017
New York Times Dealbook: Can Good Corporate Citizenship Be Measured?
Andrew Ross Sorkin reports on BoA Merrill Lynch Global Research’s recent report “ESG Part II: A…
June 22, 2017
New York Times: An Index-Fund Evangelist Is Straying from His Gospel
Burton Malkiel, who long endorsed passive investing, has had a change of heart.
June 19, 2017
Business Update: First Half 2017 — Market of Contrasts
After spending time with clients this fall, we came to the conclusion that many of the predictions…
June 10, 2017
Wilbanks Partners Commentary: Asset Managers Return to Marketing Basics in Pursuit of Innovation
As traditional sales channels in both retail and institutional continue to move through a period of…