Thought Leadership Resources
We have curated a collection of blogs and news items that we found important to the Asset & Wealth Management business.
December 19, 2016
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…
December 16, 2016
Leadership Video Series: Shawn Lytle, President of Delaware Investments
Shawn Lytle, President of Delaware Investments, joins us as the second partner in our Leadership…
December 16, 2016
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,…
December 12, 2016
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…
December 5, 2016
FundFire: How to Bring More Women into the Industry (Video)
Mariana Lemann interviews attendees from the CFA Institute’s conference “Alpha and Gender…
November 28, 2016
Ignites: People Feature — Fund Workers Brace for Bonus Letdowns
An uncertain regulatory future, modest returns and fee compression have collectively pinched fund…
November 14, 2016
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…
November 11, 2016
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…
October 19, 2016
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…
October 18, 2016
Institutional Investor: The Endowment Location Conundrum
The Cornell Office of University Investments, following talent and trend, is heading to New York…
October 7, 2016
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,…
September 19, 2016
Ignites: People Feature — Background Check: Socioeconomic Diversity Enriches Fund Shops
A recently published academic study suggests that fund managers who had fewer economic advantages…