Thought Leadership Resources
We have curated a collection of blogs and news items that we found important to the Asset & Wealth Management business.
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…
FundFire: Eaton Vance Builds Out Inst’l Distribution Team
Eaton Vance Management has hired two senior executives to fill its institutional distribution team,…
Wilbanks Partners Commentary: Building a Diverse Workforce in the Investment Business
George Wilbanks’ expanded notes on his presentation to the SIFMA Asset Management Group Diversity…
Ignites: How Do You Say “Stronger Resume” in Spanish?
English may still be the first language of finance, but fluency in other languages translates to…
Mid-Year 2016 Market Update: February Market Volatility Drives a More Conservative Hiring and Compensation Attitude Across the Industry
After spending time with clients this fall, we came to the conclusion that many of the predictions…