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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.

Following serious questions about how it calculated returns, F-Squared hires a new CEO after the old one leaves



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Three RIAs, three big-time hires and the story of how it all came together



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After one year of 'eight-fold' growth, Addepar rotates Karen White out and an ex-SAP exec in



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HighTower adds two battle-hardened T. Rowe generals to the 401(k) field



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The great 401(k)-or-not debate: RIABiz webinar lays out the perils and rewards for RIAs thinking of wading into the fast-moving 401(k) stream



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Zero Alpha Group fraternity adds a sister to its elite $14-billion DFA RIA club



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What's behind the sudden exit of Voya's top 401(k) exec, Maliz Beams, and her replacement by the firm's CEO, Rod Martin



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United Capital unveils its killer electronic app but boomer clients still say: Paper, please



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