Thought Leadership Resources
We have curated a collection of blogs and news items that we found important to the Asset & Wealth Management business.
Mutual Fund Directors Forum: “Mutual Fund Board of the Future” (Panel)
It was rewarding to be a member of the “Mutual Fund Board of the Future” panel at the Mutual Fund…
2018 Year End Review: Fading Confidence
The “two-tiered” story of growth and profitability has driven our search work to be very niche…
Wilbanks Partners Commentary: Unconscious Bias in New Hire Compensation — Profitability Expectations vs. Gender Pay Bias
Former PGIM/Prudential Investments General Counsel and Head of Diversity Cathy Verhoff joined…
2018 Mid-Year Report: Specialized Recruiting Demand Off to a Fast Start
The strong upward compensation trends that finished off 2017 led to an unusually confident…
2017 Year End Update: Compensation Disappointments Expected
After spending time with clients this fall, we came to the conclusion that many of the predictions…
Wilbanks Partners Commentary: 2017 Compensation Expectations — Dangerous Conflicting Signals
We are convinced by our anecdotal survey that overall compensation expenses might rise slightly,…
Wilbanks Partners Commentary: Leadership Transitions — Accelerating the Pace of Change
Firms appear to be willing to take greater risks to accelerate the pace of change. We believe the…
Business Update: First Half 2017 — Market of Contrasts
After spending time with clients this fall, we came to the conclusion that many of the predictions…
Wilbanks Partners Commentary: Asset Managers Return to Marketing Basics in Pursuit of Innovation
As traditional sales channels in both retail and institutional continue to move through a period of…
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…
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…