Thought Leadership Resources

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

The New York Times: From Martha’s Vineyard to Cleveland — Celebrating the Day Slavery Ended

Join us in supporting and learning more about Juneteenth, including its history, legacy, remarkable…

II US Institute CEO Roundtable: Leadership Gauntlet — Succession Planning During Comp Crunch (Panel)

Many thanks to the team at the Institutional Investor US Institute, especially Jim McCaughan and…

Pride Month 2023: Musings on Oysters & Inclusion

We want to celebrate #pridemonth this year with a reminder that LGBTQ+ members of our community are…

Wilbanks Partners Attends ICI Leadership Summit

The Investment Company Institute's Leadership Forum in Washington, DC, a couple of weeks ago was…

Ignites: Shops Keep AI Plans Hush as “Strategic Advantage”

Many asset and wealth managers are integrating artificial intelligence into their workflows.…

Vestigo Ventures: Insights from New York City FinTech Week

From our friends at Vestigo Ventures, attending the recent New York City Fintech Week events, this…

Mid-Year 2023 Compensation & Recruiting Commentary: Advancing Technology Dramatically Impacting Search Requirements

Every manager we work with, from CEOs to department heads to portfolio managers, is grappling with…

Deloitte Casey Quirk: Happy Together — The asset management industry heads back to the office?

We wanted to make sure everyone had seen this great piece on hybrid work by Deloitte Casey Quirk.…

FundFire: Former SVB Private CIO Jumps to Neuberger Berman

'Soccacia was an integral part of SVB Private’s team and is a “real thought leader in the…

Fund Directions: Morningstar Funds Adds Former ICI Chief Counsel as New Indie

Great reporting by Benjamin Sheng on the recruitment of our successful candidate Jennifer Choi to…

The New York Times: What Young Workers Miss Without the ‘Power of Proximity’

Great to see that there is emerging data in support of our comments on the risks of hybrid work…

Investment News: Millions flow to Girls Who Invest

Congratulations to Girls Who Invest founder Seema Hingorani, CEO Katherine Jollon Colsher, and…