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.

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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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
0 Comments  
0 Comments  

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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0 Comments  

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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0 Comments  

Why Pershing's CEO pick looks uninspired, and why that look may be deceiving

LIsa Dolly is a rare 'lifer' in a transient industry but those who know the clearing giant's first woman leader say her entrepreneurial spirit and decades at Pershing make her an inspired choice

Monday 2.8.16 by Lisa Shidler

Why Pershing's CEO pick looks uninspired, and why that look may be deceiving

LIsa Dolly is a rare 'lifer' in a transient industry but those who know the clearing giant's first woman leader say her entrepreneurial spirit and decades at Pershing make her an inspired choice

Monday 2.8.16 by Lisa Shidler

Why Pershing's CEO pick looks uninspired, and why that look may be deceiving

LIsa Dolly is a rare 'lifer' in a transient industry but those who know the clearing giant's first woman leader say her entrepreneurial spirit and decades at Pershing make her an inspired choice

Monday 2.8.16 by Lisa Shidler
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3 Comments  

Terri Kallsen sold 15,469 shares of Schwab stock but did she also sell short her own vision?

Schwab's head of retail dumped more than half her company stock exactly a year after becoming retail chief with bold goals

Monday 2.1.16 by Lisa Shidler

Terri Kallsen sold 15,469 shares of Schwab stock but did she also sell short her own vision?

Schwab's head of retail dumped more than half her company stock exactly a year after becoming retail chief with bold goals

Monday 2.1.16 by Lisa Shidler

Terri Kallsen sold 15,469 shares of Schwab stock but did she also sell short her own vision?

Schwab's head of retail dumped more than half her company stock exactly a year after becoming retail chief with bold goals

Monday 2.1.16 by Lisa Shidler
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Why Lightyear's purchase of AIG Advisor Group isn't a Cetera-type fixer-upper case and how Donald Marron will respond accordingly

The New York-based private equity firm picked up ING's brokers in 2009 for a song after market meltdown but AIG networks has intangible value as a survivor

Tuesday 1.26.16 by Brooke Southall

Why Lightyear's purchase of AIG Advisor Group isn't a Cetera-type fixer-upper case and how D

The New York-based private equity firm picked up ING's brokers in 2009 for a song after market meltdown but AIG networks has intangible value as a survivor

Tuesday 1.26.16 by Brooke Southall

Why Lightyear's purchase of AIG Advisor Group isn't a Cetera-type fixer-upper case and how D

The New York-based private equity firm picked up ING's brokers in 2009 for a song after market meltdown but AIG networks has intangible value as a survivor

Tuesday 1.26.16 by Brooke Southall
1 Comment  
1 Comment  

LPL keeps on stockpiling tip-top compliance execs, with JP Morgan's ex-CCO the latest

Tracy Calder joins a lengthening line of hires that follow a deluge of SEC fines

Tuesday 1.26.16 by Brooke Southall

LPL keeps on stockpiling tip-top compliance execs, with JP Morgan's ex-CCO the latest

Tracy Calder joins a lengthening line of hires that follow a deluge of SEC fines

Tuesday 1.26.16 by Brooke Southall

LPL keeps on stockpiling tip-top compliance execs, with JP Morgan's ex-CCO the latest

Tracy Calder joins a lengthening line of hires that follow a deluge of SEC fines

Tuesday 1.26.16 by Brooke Southall
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