Thought Leadership Resources

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

FundFire: Managers Grapple with Bonus Metrics for Institutional Mandates

The complexity of selling investment services to institutional buyers continues to grow in line…

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…

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…

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,…

Vestigo Ventures: Culture Eats Strategy

I have been privileged to work with Dan Arnold, Mark Casady, and David Blundin through some very…

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…

Black Hedge Fund Professionals Network: From Ambition to Action

Great to see the work of the Black Hedge Fund Professionals Network (BHFPN) in this fantastic…

NY Times: The Home of Carter G. Woodson, the Man Behind Black History Month

Fantastic to see The New York Times pick up on our post from last week recognizing the story behind…

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…

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…

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…

PitchBook.com: Private Equity Talent Isn’t Going Anywhere — For Now

Private Equity compensation remains stable. However, the “persistence of fundraising headwinds…