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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.

Addepar has two new 'grown-up' leaders but the same mantra: double down, triple down then quadruple down on engineering


Helena Jonassen bids farewell to US Trust after 18 years to rejoin breakaway colleagues at Evercore


With Stephen Cucchiaro out, Liz Ann Sonders takes the Windhaven reins


How Vanguard Group's robo-countering effort got to $1.3 billion of AUM so easily and why its future seems bright


Why Mike Sha has a 2015 goal of $1 trillion in robo-assets for SigFig and where Marissa Mayer fits in


How Erinn Ford feels about life under Nicolas Schorsch as she takes the helm at Cetera's most RIA custody-like arm


How a little orange RSS icon changed my life and why it's unacceptable that 98% of advisors have no idea it exists


As a second woman executive exits Cetera, a third one gets a bigger title





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