Thought Leadership Resources

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

Institutional Investor: A Fintech and the Fear of Froth

Jeffrey Kutler discusses the nature of Fintech and it’s uncertain future.

Ignites: People Feature — Lackluster Bonuses May Lead Fund Pros to Jump Ship

Fund professionals may seek to switch firms to boost their base salaries to make up for 2015…

Business Update January 2016: Wilbanks Partners (cautiously) Wishes You a Happy & Prosperous New Year!

After spending time with clients this fall, we came to the conclusion that many of the predictions…

The New York Times: A Smarter Plan to Make Retirement Savings Last

Learn more about a new proposal for a solution to the retirement crisis called the guaranteed…

Ignites: Wholesaler Hiring Anemic as Shops Focus on Efficiency

Matthew Beaton discusses why asset managers plan only incremental hires on their internal and…

Financial Times: Empowering Investors To Effect Climate Change Action

Mary Schapiro, Vice Chair of SASB and former SEC Chair, letter to the Financial Times in response…

Mid-Year Review July 2015: Executive Recruiting in AWM Business Strengthens

After spending time with clients this fall, we came to the conclusion that many of the predictions…

Ted.com: Paul Tudor Jones II: Why We Need to Rethink Capitalism

Sage advice from Paul Tudor Jones II, a real winner! “Here’s a macro forecast that’s easy to make,…

Wilbanks Partners Commentary: Significant Pay Boost Across Investment Industry Despite Low Turnover and Growth Rates

George Wilbanks examines the compensation conundrum faced by many firms dealing with record low…

CFA Institute Magazine: Pay Daze — With Assets Under Management Rising, Will Compensation Follow?

George Wilbanks discusses asset management executive compensation from 2007 through the present in…

aiCIO: 2014 40 Under 40: A New Generation of Asset Owners

Each profile features a Proust Questionnaire offering insight into a generation’s attitude and…

The New York Times: Want Teamwork? Encourage Free Speech

By seeking — and appreciating — the views of the entire group, a manager can turn dubious followers…