Thought Leadership Resources

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

ETF.com: These Five Socially Responsible ETFs Meet the Grade

There is no such thing as passive investing. All indexes are actively managed with important market…

Leadership Video Series: Shawn Lytle, President of Delaware Investments

Shawn Lytle, President of Delaware Investments, joins us as the second partner in our Leadership…

FundFire: MFS Co-Chief Manning Stepping Down from Role Next Year

MFS co-CEO Robert Manning will transition out of that role to become executive chairman on Jan. 1,…

Bloomberg: AmEx Unveils a Big Weapon in the Parental Leave Arms Race

“In a move to boost recruitment and retention while keeping up with the corporate Joneses, American…

FundFire: How to Bring More Women into the Industry (Video)

Mariana Lemann interviews attendees from the CFA Institute’s conference “Alpha and Gender…

Ignites: People Feature — Fund Workers Brace for Bonus Letdowns

An uncertain regulatory future, modest returns and fee compression have collectively pinched fund…

2016 Year End Update: Slowing Growth Rates & Strategic Uncertainty Still Dominant Factors

Reduced bonus accruals across most of the industry and cautious, if not “zero based,” budgeting for…

Wilbanks Partners Commentary: The Direct Retail Channel — High Potential for Future Growth

Innovative new initiatives in retail distribution with several of our clients led to the…

FundFire: Commission Pay Plummets as Sales Process Grows More Complex

Base salary plus a bonus component is becoming the norm in distribution compensation packages. Only…

Institutional Investor: The Endowment Location Conundrum

The Cornell Office of University Investments, following talent and trend, is heading to New York…

FundFire: Client PM Jobs Multiply to Meet Increased Sales Demands

The average number of client portfolio managers has increased by 91% over the past five years,…

Ignites: People Feature — Background Check: Socioeconomic Diversity Enriches Fund Shops

A recently published academic study suggests that fund managers who had fewer economic advantages…