Thought Leadership Resources

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

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…

Mid-Year 2016 Market Update: February Market Volatility Drives a More Conservative Hiring and Compensation Attitude Across the Industry

After spending time with clients this fall, we came to the conclusion that many of the predictions…

Wilbanks Partners Commentary: Independent Director Recruiting — Best Practice Review

Based on our recent work in this area, George Wilbanks discusses best practices for mutual fund…

Wilbanks Partners Commentary: Independent Director Recruiting — Best Practice Review

Based on our recent work in this area, George Wilbanks discusses best practices for mutual fund…

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…

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…

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…

Wilbanks Partners Commentary: Growing Profitability Creates Conflicts at Firms Holding the Line on Pay

As asset manager compensations remains stuck in post-crisis mode, George Wilbanks discusses the…

Wilbanks Partners Commentary: Technology/Operations Executives Must Adapt to Changing Times

George Wilbanks considers the impact of continuous improvement initiatives on the leadership skills…