Thought Leadership Resources
We have curated a collection of blogs and news items that we found important to the Asset & Wealth Management business.
December 30, 2020
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…
December 2, 2020
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…
October 7, 2020
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…
June 8, 2020
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…
May 4, 2020
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…
May 4, 2020
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…
December 3, 2019
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…
July 25, 2019
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…
June 18, 2019
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…
June 18, 2019
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…
March 11, 2019
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…
December 12, 2018
2018 Year End Review: Fading Confidence
The “two-tiered” story of growth and profitability has driven our search work to be very niche…