Thought Leadership Resources
We have curated a collection of blogs and news items that we found important to the Asset & Wealth Management business.
NY Times: The Home of Carter G. Woodson, the Man Behind Black History Month
Fantastic to see The New York Times pick up on our post from last week recognizing the story behind…
FundFire: Changing of the Guard — CEO Succession Sped Up in 2023
The race to the top ended in October at Morgan Stanley with the appointment of Ted Pick to replace…
FundFire: Is the Industry Facing the Death of the Institutional Sales Role?
A shrinking institutional asset management market and the industry’s embrace of alternatives has…
FundFire Alts: Not a Single Female CEO, But Private Fund Managers Make C-Suite Moves
Great reporting by Tom Stabile and the team at FundFire Alts on women in leadership roles at…
PitchBook.com: Private Equity Talent Isn’t Going Anywhere — For Now
Private Equity compensation remains stable. However, the “persistence of fundraising headwinds…
PGIM Investments’ The Inside Track: “How This UK Investment Platform Is Helping Clients Invest with Confidence”
We highly recommend this episode of PGIM Investments' The Inside Track, featuring Sophie…
Bloomberg.com: Letting People Work From Home Is Good for Companies’ Revenue Growth
More data supporting our recent observations on the continuing evolution of hybrid work. Great…
Ignites: Industry Employees Are Dissatisfied with DEI Initiatives
This Nicsa / EY survey provides valuable insights at a fairly granular level for progress that the…
New York Times: Most Americans still have to commute every day. Here’s how that experience has changed.
We hope to see more interesting and accurate research on the effects of hybrid work in the coming…
Vestigo Ventures: Founders Day — A Deep Dive on AI
We found many valuable insights in Vestigo Ventures' recap of their 2023 Annual Meeting. In…
Wilbanks Partners Attends the IDC 2023 Fund Directors Conference
The IDC 2023 Fund Directors Conference in Chicago last week was a home run! Congratulations to…
State Street ETF@30: “Tokenization Is Paving the Way to ETF Transformation”
We highly recommend this episode of State Street's ETF@30, featuring WisdomTree Founder & CEO…