Thought Leadership Resources

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

Ignites | Active Activity: Boutiques Pulled In More Sales Than Fund Giants

"Many boutique fund shops collected more money during the first three months of 2020 than did their…

McLagan Insights: For Financial Services Firms, COVID-19 Means Navigating Uncertainty on Many Levels

Great work again from the McLagan/Aon team. Thanks to Shelley Eisenhandler for these valuable and…

Vestigo Ventures: What is the New Normal?

Congratulations to the team at Vestigo Ventures for their continued tremendous success during…

FundFire: Managers Are Not in a Hurry to Resume Onsite Work

The investment management business is very fortunate to have the option for greater flexibility in…

CFA Institute: Gender Diversity In Investment Management

"To uncover some of the underlying causes of the gender disparity in investment management, we…

Ignites | Hiring and Firing: How Covid-19 Compares to Financial Crisis, Dot-Com Bust

Great historical analysis here and great reporting by Adrian D. Garcia at Ignites. My comments in…

Institutional Investor: Funds Saw Largest Ever Exodus in March, Morningstar Says

Interesting news as risk assets continue to rotate. Amongst our clients, there are definitely some…

Ignites: Despite Layoffs, Industry Head Count Swelled 3% Last Year

“They’re consistently announcing layoffs of portfolio managers and multiple rounds of layoffs. And…

Ignites | Find Your (Fund Industry) Passion: A Q&A With PGIM’s Stuart Parker

Great insights from industry thought leader Stuart Parker, part of the fantastic leadership team at…

Fund Board Views | Q&A: Women On Mutual Fund Boards

Thank you to Hillary Jackson at Fund Board Views for including us in this important conversation on…

Girls With Impact: As parents work from home amid COVID-19, Girls With Impact waives tuition with its distance learning relief effort to ease burdens

Girls With Impact has just made their live, online "mini-MBA" program free to girls age 12-18…

Bloomberg: JPMorgan Plans Firm-Wide Hiring Freeze Amid Virus Uncertainty

At Wilbanks Partners we are still active in our recruiting initiatives for innovative roles in…