Thought Leadership Resources
We have curated a collection of blogs and news items that we found important to the Asset & Wealth Management business.
November 5, 2017
Wilbanks Partners Commentary: 2017 Compensation Expectations — Dangerous Conflicting Signals
We are convinced by our anecdotal survey that overall compensation expenses might rise slightly,…
October 20, 2017
Wilbanks Partners Commentary: Leadership Transitions — Accelerating the Pace of Change
Firms appear to be willing to take greater risks to accelerate the pace of change. We believe the…
June 19, 2017
Business Update: First Half 2017 — Market of Contrasts
After spending time with clients this fall, we came to the conclusion that many of the predictions…
June 10, 2017
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…
November 14, 2016
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…
November 11, 2016
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…
June 16, 2016
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…
May 22, 2016
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…
April 19, 2016
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…
January 11, 2016
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…
October 5, 2015
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…
November 30, 2014
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…