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: 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,…

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…