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.

Lebenthal breakaways stake out a pricey swath of the Hamptons the better to entice wealthy society types who now live there year-round

YorkBridge Wealth Partners is occupying Lebenthal's old digs in Southhampton, the better to scope out UHNW luminaries

Tuesday 8.9.16 by Brooke Southall and Keith Girard

Lebenthal breakaways stake out a pricey swath of the Hamptons the better to entice wealthy society t

YorkBridge Wealth Partners is occupying Lebenthal's old digs in Southhampton, the better to scope out UHNW luminaries

Tuesday 8.9.16 by Brooke Southall and Keith Girard

Lebenthal breakaways stake out a pricey swath of the Hamptons the better to entice wealthy society t

YorkBridge Wealth Partners is occupying Lebenthal's old digs in Southhampton, the better to scope out UHNW luminaries

Tuesday 8.9.16 by Brooke Southall and Keith Girard
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What Vanguard's hire of a sizzling Wall Streeter reveals about Bill McNabb's determination to avoid the whiff of stale passivity

Anne Robinson is the new chief counsel reporting to the CEO, but her Citi and AmEx branding expertise and her outsider status hint at the $3.4-billion asset manager's nod to rapid shifts toward market challenges

Friday 8.5.16 by Natalie Carpenter and Brooke Southall

What Vanguard's hire of a sizzling Wall Streeter reveals about Bill McNabb's determination t

Anne Robinson is the new chief counsel reporting to the CEO, but her Citi and AmEx branding expertise and her outsider status hint at the $3.4-billion asset manager's nod to rapid shifts toward market challenges

Friday 8.5.16 by Natalie Carpenter and Brooke Southall

What Vanguard's hire of a sizzling Wall Streeter reveals about Bill McNabb's determination t

Anne Robinson is the new chief counsel reporting to the CEO, but her Citi and AmEx branding expertise and her outsider status hint at the $3.4-billion asset manager's nod to rapid shifts toward market challenges

Friday 8.5.16 by Natalie Carpenter and Brooke Southall
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In exclusive RIABiz interview, Dawn Bennett tells how she's striking back at SEC after a $4-million legal drubbing has left her 30-year career in shambles

The advisor and popular radio host has hired the 'London Whale' attorney to prove she and her firm were victims of a regulatory witch hunt

Monday 8.1.16 by Sanders Wommack

In exclusive RIABiz interview, Dawn Bennett tells how she's striking back at SEC after a $4-mill

The advisor and popular radio host has hired the 'London Whale' attorney to prove she and her firm were victims of a regulatory witch hunt

Monday 8.1.16 by Sanders Wommack

In exclusive RIABiz interview, Dawn Bennett tells how she's striking back at SEC after a $4-mill

The advisor and popular radio host has hired the 'London Whale' attorney to prove she and her firm were victims of a regulatory witch hunt

Monday 8.1.16 by Sanders Wommack
2 Comments  
2 Comments  

Betterment makes CFO hire with $20 billion AUM 'line of sight' and IPO mindfulness

As the NYC robo hits $5 billion ahead of its rivals, Amy Shapero will deploy hundreds of millions en route to a stock symbol

Friday 7.15.16 by Brooke Southall

Betterment makes CFO hire with $20 billion AUM 'line of sight' and IPO mindfulness

As the NYC robo hits $5 billion ahead of its rivals, Amy Shapero will deploy hundreds of millions en route to a stock symbol

Friday 7.15.16 by Brooke Southall

Betterment makes CFO hire with $20 billion AUM 'line of sight' and IPO mindfulness

As the NYC robo hits $5 billion ahead of its rivals, Amy Shapero will deploy hundreds of millions en route to a stock symbol

Friday 7.15.16 by Brooke Southall
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0 Comments  

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
1 Comment  
1 Comment  

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
1 Comment  
1 Comment  

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
1 Comment  
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
0 Comments  
0 Comments  

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
1 Comment  
1 Comment