WOMEN OF WEALTH MANAGEMENT

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.

Spinning 200+ years of legacy culture as a virtue, BNY Mellon uses Pershing INSITE to show its software side, softer side -- as it gets beyond NetX360 and men with a hard-wired approach

Whether real fire follows these new clouds of smoke remains to be seen but Pershing's open API, robo strategy and feminine revolution project an aura of uplift

Friday 6.10.16 by Guest Columnist Timothy D. Welsh

Spinning 200+ years of legacy culture as a virtue, BNY Mellon uses Pershing INSITE to show its softw

Whether real fire follows these new clouds of smoke remains to be seen but Pershing's open API, robo strategy and feminine revolution project an aura of uplift

Friday 6.10.16 by Guest Columnist Timothy D. Welsh

Spinning 200+ years of legacy culture as a virtue, BNY Mellon uses Pershing INSITE to show its softw

Whether real fire follows these new clouds of smoke remains to be seen but Pershing's open API, robo strategy and feminine revolution project an aura of uplift

Friday 6.10.16 by Guest Columnist Timothy D. Welsh
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As a self-aware Sallie Krawcheck launches at TechCrunch Disrupt, Ellevest embraces the peril of selling algorithms to women

Automation is hard enough but the ex-Merrill chief is resolved to deliver to women what they want even if its means giving them what they don't think they want

Friday 5.20.16 by Sanders Wommack

As a self-aware Sallie Krawcheck launches at TechCrunch Disrupt, Ellevest embraces the peril of sell

Automation is hard enough but the ex-Merrill chief is resolved to deliver to women what they want even if its means giving them what they don't think they want

Friday 5.20.16 by Sanders Wommack

As a self-aware Sallie Krawcheck launches at TechCrunch Disrupt, Ellevest embraces the peril of sell

Automation is hard enough but the ex-Merrill chief is resolved to deliver to women what they want even if its means giving them what they don't think they want

Friday 5.20.16 by Sanders Wommack
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How an ex-DFA exec created a $1.2 billion TAMP in three years and why he's phasing out DFA funds for factor ETFs

After calling on DFA TAMPs like Loring Ward and Symmetry, the owner of Efficient Advisors saw an opening and a way to shave costs

Monday 5.9.16 by Irwin Stein

How an ex-DFA exec created a $1.2 billion TAMP in three years and why he's phasing out DFA funds

After calling on DFA TAMPs like Loring Ward and Symmetry, the owner of Efficient Advisors saw an opening and a way to shave costs

Monday 5.9.16 by Irwin Stein

How an ex-DFA exec created a $1.2 billion TAMP in three years and why he's phasing out DFA funds

After calling on DFA TAMPs like Loring Ward and Symmetry, the owner of Efficient Advisors saw an opening and a way to shave costs

Monday 5.9.16 by Irwin Stein
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After her Stanford B-school classmates rip on FAs at reunion, a stung Min Zhang takes uber north to Pershing RIA event to hear out Kitces, Tibergien and Poirier on the topic

Mark Tibergien, Mike Kitces, Addepar CEO and others in San Francisco show pathway to capturing the hearts and savings of 'bankless' millennials

Friday 5.6.16 by Guest Columnist Min Zhang

After her Stanford B-school classmates rip on FAs at reunion, a stung Min Zhang takes uber north to

Mark Tibergien, Mike Kitces, Addepar CEO and others in San Francisco show pathway to capturing the hearts and savings of 'bankless' millennials

Friday 5.6.16 by Guest Columnist Min Zhang

After her Stanford B-school classmates rip on FAs at reunion, a stung Min Zhang takes uber north to

Mark Tibergien, Mike Kitces, Addepar CEO and others in San Francisco show pathway to capturing the hearts and savings of 'bankless' millennials

Friday 5.6.16 by Guest Columnist Min Zhang
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1 Comment  

After spending millions and getting cozy with Salesforce, United Capital is morphing, maybe big-time

Gail Graham is bringing the $15 billion 'roll-up' into the third-party white label business -- intending to license its system to RIAs

Thursday 3.10.16 by Lisa Shidler

After spending millions and getting cozy with Salesforce, United Capital is morphing, maybe big-time

Gail Graham is bringing the $15 billion 'roll-up' into the third-party white label business -- intending to license its system to RIAs

Thursday 3.10.16 by Lisa Shidler

After spending millions and getting cozy with Salesforce, United Capital is morphing, maybe big-time

Gail Graham is bringing the $15 billion 'roll-up' into the third-party white label business -- intending to license its system to RIAs

Thursday 3.10.16 by Lisa Shidler
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After years of toleration, a female Wall Street executive takes action but not before serial pawings, and a mauling, at corporate event

The fiasco -- extreme but far from rare, says the author -- and its fallout inspired the 20-year industry veteran to revisit her 'high road' approach

Tuesday 3.8.16 by Anonymous Guest Columnist

After years of toleration, a female Wall Street executive takes action but not before serial pawings

The fiasco -- extreme but far from rare, says the author -- and its fallout inspired the 20-year industry veteran to revisit her 'high road' approach

Tuesday 3.8.16 by Anonymous Guest Columnist

After years of toleration, a female Wall Street executive takes action but not before serial pawings

The fiasco -- extreme but far from rare, says the author -- and its fallout inspired the 20-year industry veteran to revisit her 'high road' approach

Tuesday 3.8.16 by Anonymous Guest Columnist
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1 Comment  

In the control-freak world of family offices, cutting the private equity firm out of the deal has an alluring logic -- and pitfalls

SFOs like Vinik Family Office may actually have intrinsic edges because they're unencumbered by 5-year horizons or money that must be invested in an amount and time

In the control-freak world of family offices, cutting the private equity firm out of the deal has an

SFOs like Vinik Family Office may actually have intrinsic edges because they're unencumbered by 5-year horizons or money that must be invested in an amount and time

In the control-freak world of family offices, cutting the private equity firm out of the deal has an

SFOs like Vinik Family Office may actually have intrinsic edges because they're unencumbered by 5-year horizons or money that must be invested in an amount and time

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Valerie Brown re-poaches Cetera's Susan Theder cuing up AIG female trifecta

The Advisor Group executive chairman grabs her old chief marketing officer who had managed the unmanageable 'Cetera' brand and connected with advisors

Thursday 2.25.16 by Brooke Southall

Valerie Brown re-poaches Cetera's Susan Theder cuing up AIG female trifecta

The Advisor Group executive chairman grabs her old chief marketing officer who had managed the unmanageable 'Cetera' brand and connected with advisors

Thursday 2.25.16 by Brooke Southall

Valerie Brown re-poaches Cetera's Susan Theder cuing up AIG female trifecta

The Advisor Group executive chairman grabs her old chief marketing officer who had managed the unmanageable 'Cetera' brand and connected with advisors

Thursday 2.25.16 by Brooke Southall
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In her words: A former Goldman Sachs star gets into the depths of winning UHNW clients, without being in that tax bracket

Amy Parvaneh channels love, permeable walls of personal and business and 'Rocky' stories' as a fuel for a no-excuses mindset

Monday 2.15.16 by Guest Columnist Amy Parvaneh

In her words: A former Goldman Sachs star gets into the depths of winning UHNW clients, without bein

Amy Parvaneh channels love, permeable walls of personal and business and 'Rocky' stories' as a fuel for a no-excuses mindset

Monday 2.15.16 by Guest Columnist Amy Parvaneh

In her words: A former Goldman Sachs star gets into the depths of winning UHNW clients, without bein

Amy Parvaneh channels love, permeable walls of personal and business and 'Rocky' stories' as a fuel for a no-excuses mindset

Monday 2.15.16 by Guest Columnist Amy Parvaneh
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Completing matriarchal coup, Pershing raids Envestnet's top drawer to grab Lori Hardwick, whom many thought unpoachable

Pershing's top two executives are now women with Lisa Dolly being replaced as COO by another dynamo

Thursday 2.11.16 by Lisa Shidler

Completing matriarchal coup, Pershing raids Envestnet's top drawer to grab Lori Hardwick, whom m

Pershing's top two executives are now women with Lisa Dolly being replaced as COO by another dynamo

Thursday 2.11.16 by Lisa Shidler

Completing matriarchal coup, Pershing raids Envestnet's top drawer to grab Lori Hardwick, whom m

Pershing's top two executives are now women with Lisa Dolly being replaced as COO by another dynamo

Thursday 2.11.16 by Lisa Shidler
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