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women of wealth mgmt. sponsored by:

Women of Wealth Mgmt.


About the Women of Wealth Mgmt. section:

The RIA business is many good things but integrated from a gender standpoint is not one of them. This is not so great. Women are the majority of humanity and they have an asset-building strategy that can't be beat. Women outlive their beer-and-steak mates and end up with big estates. But today's women have too another strategy -- pursuing wealth in the workplace. Yet when they go to find fellow women to talk all this through with, they don't readily find them.

Companies big and small have for decades fallen over themselves to say that they have women's initiatives but I can't think of one that has amounted to much. But there are stories-- dozens or hundreds -- of them about women exerting their influence on this business and we are starting to collect them. It's a starting place -- documenting the ground being covered by women in the form of engaging tales graphically depicted by the physiognomy of the fairer sex.

How Morgan Stanley and a lesbian super-producer came to grief in South Carolina and why she alleges bias


What exactly lured a sparkling Morgan Stanley advisor and $1.2 billion to a retreaded brand name attached to a fledgling RIA


Christine Gaze exits TD Ameritrade


Why 4 a.m. is the best time to work


Fidelity's new research unlocks women by fixating on -- men -- but elicits an 'ahem' from a big RIA client


In red-hot 403(b) market, TIAA-CREF hires hundreds of advisors after RIAs, and Fidelity, pose new threats


HighTower shifts into high gear with a three-team, $1.2 billion AUM in-three-weeks spree


Long the underdogs, female advisors are actually winning in two important categories, a study based on $3.5 trillion of AUM shows


After starring in New Yorker article, Mary Jo White holds SIFMA event spellbound and 'no-admit, no-deny' is still in play




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