Thought Leadership Resources
We have curated a collection of blogs and news items that we found important to the Asset & Wealth Management business.
May 16, 2024
II US Institute COO/CFO Roundtable: “Shifting Gears – Positioning Organizations for New Products & Clients”
I was honored to be a guest panelist at Institutional Investor's US Institute CFO/COO Roundtable in…
April 19, 2024
Just Capital: America’s Top 10 Companies for Environmental Performance in 2024
"Environmental protection in the U.S. has for the most part been a unifying issue over the years,…
April 15, 2024
Washington Business Journal: Executive Insights — Jeff Whitaker, President & CEO of Chevy Chase Trust
We are thrilled to see our successful candidate, Jeff Whitaker, President & CEO of Chevy Chase…
April 10, 2024
Fund Board Views: Oversight of Distribution for Fund Directors
We want to highlight John Krieg's excellent Viewpoint for Fund Board Views. It's a three-part…
March 30, 2024
ETF.com: Six Women to Watch in ETFs
Excellent feature from Lucy Brewster spotlighting six female leaders in the hashtag#ETF industry,…
March 26, 2024
Financial Times: Women Continue to Lead the Way in the ETF Industry
Fantastic to see this commentary in the Financial Times highlighting Women in ETFs' progress, and…
March 25, 2024
FundFire: Managers Grapple with Bonus Metrics for Institutional Mandates
The complexity of selling investment services to institutional buyers continues to grow in line…
March 21, 2024
ICI: Celebrating the 100th Anniversary of the Mutual Fund
Today marks an important day in our nation’s history: the establishment of the first mutual fund in…
March 19, 2024
Wilbanks Partners Attends the 2024 ICI/IDC Investment Management Conference
Great to be a part of the ICI/IDC Investment Management Conference in Palm Desert, visiting with so…
March 12, 2024
KKR: Elevating Female Voices and Stories This Women’s History Month
We cannot wait to dive into these titles recommended by KKR's portfolio company, Simon & Schuster,…
February 24, 2024
Vestigo Ventures: Culture Eats Strategy
I have been privileged to work with Dan Arnold, Mark Casady, and David Blundin through some very…
February 16, 2024
FundFire: What Does it Take to Be an Asset Management CEO?
The skills of successful CEO candidates have shifted. Tech-savvy candidates with experience on…