Thought Leadership Resources

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

FundFire: $75B Fixed Income Manager Names First-Ever CEO

Income Research + Management has named its first-ever CEO, as it formalizes leadership positions in…

CFA Institute Seminar for Global Investors: Improving Investment Decisions

It was great to be part of the 65th annual Seminar for Global Investors co-hosted by the CFA…

InvestmentNews: Why a culture of compliance is critical

“[M]uch of the current regulatory activity has picked up on the demands of a more educated…

Institutional Investor: The Rising Expense That’s Pressuring Asset Managers

Great reporting by Julie Segal of Institutional Investor presenting some of the most important data…

FundFire Exchange: Recruiter Roundtable — The Evolution of the Institutional Asset Management Job Market (webinar)

In this webcast hosted by Danielle Verbrigghe, George Wilbanks discusses the rapid evolution of the…

FundFire: Bridgewater Moves to ‘Revolutionize’ Ops Functions

Nearly a month into their new human resources, recruiting, and finance partnership, Bridgewater and…

Board IQ: Recruiting Takes a Lot of Time, With or Without Help

It is always important to manage expectations regarding search timelines, perhaps especially so…

Mutual Fund Directors Forum: “Mutual Fund Board of the Future” (Panel)

It was rewarding to be a member of the “Mutual Fund Board of the Future” panel at the Mutual Fund…

Insitutional Investor: Who Deserves to Be a CEO?

In every CEO search I’ve recently worked on, the boards all want someone with a broader background:…

Ignites: As Shops Cut Staff, Older Employees May Face Most Pain

Asset managers are trimming their ranks amid relentless pressure on fees and to become more…

Mutual Fund Industry Awards 2019

Honored to be judging this year's Mutual Fund Industry and ETF Awards for Fund Intelligence. Click…

FundFire: KKR, Apollo Trumpet Aggressive Growth Plans

According to George Wilbanks, larger firms will stay afloat during the downturn of the economy by…