Thought Leadership Resources
We have curated a collection of blogs and news items that we found important to the Asset & Wealth Management business.
May 21, 2024
Pensions & Investments: Vanguard Watchers Expect Incremental Change, Not Revolution, Under New CEO Salim Ramji
Congratulations to Salim Ramji, Vanguard's incoming CEO! We view Ramji's recruitment as "in line…
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…