Thought Leadership Resources

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

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Chevy Chase Trust Hires New President and CEO, Jeff Whitaker

Congratulations to Jeff Whitaker. He steps into a great firm, testament to the success of the…

Wilbanks Partners Wishes Everyone a Healthy, Safe, and Prosperous New Year!

Wilbanks Partners wishes all of our friends, colleagues, and clients a healthy, safe, and…

Mutual Fund Directors Forum Conference of Fund Leaders: “Board Diversity — Facing the Barriers” (Panel)

It was rewarding to moderate the “Board Diversity — Facing the Barriers” panel at the Mutual Fund…

Fall 2020 Business Update: Pandemic expands the gap between industry winners and losers

The 2020 recession is accelerating systemic changes in the investment industry leading to a…

We Must Not Tolerate Racism: Voices of Today & Yesterday

We must not tolerate racism. Political leaders in the US have fanned the flames of ignorance and…

Spring 2020 Business Update: Dawn of a New Era — Compensation Expectations in Investment Industry to Be Dramatically Reset Due to Pandemic and Recession

The 2020 recession is accelerating systemic changes in the investment industry leading to a…

Wilbanks Partners Commentary: Dawn of a New Era — Compensation Expectations to Be Dramatically Reset

The 2020 recession and COVID-19 pandemic are accelerating systemic changes in the investment…

2019 Year-End Review: Fragmentation of Recruiting Demand Follows Organic Growth Niches

The “two-tiered” story of growth and profitability has driven our search work to be very niche…

CFA Institute Seminar for Global Investors: Improving Investment Decisions

It was great to be part of the 65th annual Seminar for Global Investors co-hosted by the CFA…

First Half 2019 Review: Recruiting Demand Strengthening Significantly Mid-Year

The “two-tiered” story of growth and profitability has driven our search work to be very niche…

Wilbanks Partners Commentary: Seismic Shift in Leadership Skills Underway

Our ongoing recruiting work has been significantly altered over the last several years by the large…

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…