Thought Leadership Resources
We have curated a collection of blogs and news items that we found important to the Asset & Wealth Management business.
July 2, 2024
II US Institute: CEO and COO/CFO Roundtables
I was honored to be a guest panelist at Institutional Investor's @US Institute CFO/COO Roundtable…
June 17, 2024
Juneteenth 2024: Senses of Freedom — Exploring the Tastes, Sounds and Experiences of an African American Celebration
With efforts to discredit voters and racism still bubbling right at the surface of our national…
June 3, 2024
Pride Month 2024: Out in Finance
We constantly attempt to think outside the box in connecting with our broad network of contacts and…
May 14, 2024
Mid-Year 2024 Compensation & Recruiting Commentary: Accelerating Use of Advanced Technology Significantly Alters Executive Demand
The rapid development of large language models, on top of a decade of significant advancements in…
March 25, 2024
FundFire: Managers Grapple with Bonus Metrics for Institutional Mandates
The complexity of selling investment services to institutional buyers continues to grow in line…
March 19, 2024
Wilbanks Partners Attends the 2024 ICI/IDC Investment Management Conference
Great to be a part of the ICI/IDC Investment Management Conference in Palm Desert, visiting with so…
March 12, 2024
KKR: Elevating Female Voices and Stories This Women’s History Month
We cannot wait to dive into these titles recommended by KKR's portfolio company, Simon & Schuster,…
March 8, 2024
Wilbanks Partners Celebrates Women’s History Month & International Women’s Day
In honor of International Women's Day, we are reflecting on the immense progress made in the…
February 5, 2024
NY Times: The Home of Carter G. Woodson, the Man Behind Black History Month
Fantastic to see The New York Times pick up on our post from last week recognizing the story behind…
February 1, 2024
The Origins of Black History Month
In recognition of Black History Month, we would like to recognize Carter Woodson's pioneering…
November 2, 2023
2023 Year-End Compensation & Recruiting Commentary: Year Ends with Strong Recruiting Trends in Select Areas; Compensation Expectations Significantly Moderated
At every visit with clients throughout the fall, executives ask me, where is the demand, and what…
October 19, 2023
Wilbanks Partners Attends the IDC 2023 Fund Directors Conference
The IDC 2023 Fund Directors Conference in Chicago last week was a home run! Congratulations to…