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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.

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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Addepar hires in the direction of revenues -- and maybe even an IPO



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5 ways for RIAs to avoid social media and 'holistic' wealth management overreaches in a share-happy e-world



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How one $1.3-billion RIA in Tiburon found its woman by taking the 'grueling' route



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The big impression Mark Tibergien and his reverse mentor, Kayla Flaten, 25, made on me over a Manhattan lunch



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How the CFP Board is getting its $40 million's worth from its advertising campaign and how it isn't



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



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