Thought Leadership Resources
We have curated a collection of blogs and news items that we found important to the Asset & Wealth Management business.
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…
January 2, 2024
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…
December 20, 2023
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…
December 13, 2023
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…
November 10, 2023
Ignites: Industry Employees Are Dissatisfied with DEI Initiatives
This Nicsa / EY survey provides valuable insights at a fairly granular level for progress that the…
October 2, 2023
Ignites: Sabbaticals Swell in Popularity After Pandemic
Though sabbaticals were historically limited to the not-for-profit world, the demands of Gen X and…
August 22, 2023
Ignites: Tighten Your Timeline — How to Prep Future Leaders
Succession planning has probably been the most talked about subject with our clients on a regular…
August 16, 2023
FundFire: Traditional Interview Methods Won’t Work with All Neurodiverse Talent — CEO
Great reporting by Bridget Hickey in this interview with industry pioneer Cynthia DiBartolo, Esq.,…
July 25, 2023
Wilbanks Partners Takeaways from the NASP Financial Services Conference
Great to be part of the conversation on DEI with the opening panel of day two of the National…
June 7, 2023
II US Institute CEO Roundtable: Leadership Gauntlet — Succession Planning During Comp Crunch (Panel)
Many thanks to the team at the Institutional Investor US Institute, especially Jim McCaughan and…
May 18, 2023
Ignites: Shops Keep AI Plans Hush as “Strategic Advantage”
Many asset and wealth managers are integrating artificial intelligence into their workflows.…
May 15, 2023
Deloitte Casey Quirk: Happy Together — The asset management industry heads back to the office?
We wanted to make sure everyone had seen this great piece on hybrid work by Deloitte Casey Quirk.…