Thought Leadership Resources

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

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…

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,…