Thought Leadership Resources
We have curated a collection of blogs and news items that we found important to the Asset & Wealth Management business.
January 21, 2016
Institutional Investor: A Fintech and the Fear of Froth
Jeffrey Kutler discusses the nature of Fintech and it’s uncertain future.
January 11, 2016
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…
January 11, 2016
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…
January 1, 2016
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…
December 4, 2015
Ignites: Wholesaler Hiring Anemic as Shops Focus on Efficiency
Matthew Beaton discusses why asset managers plan only incremental hires on their internal and…
October 12, 2015
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…
October 5, 2015
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…
March 1, 2015
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,…
November 30, 2014
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…
May 1, 2014
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…
April 18, 2014
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…
April 12, 2014
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…