Articles tagged "Kim Dellarocca"

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Long the underdogs, female advisors are actually winning in two important categories, a study based on $3.5 trillion of AUM shows

Trust is where women -- especially with their own gender -- gain the upper hand, the PriceMetrix study concludes

November 18, 2013 — 1:00 PM UTC

One Santa Fe woman's female-centric approach to advice is attracting clients to her iconoclastic RIA

Manisha Thakor was drafted into her venture by three wealthy women who liked none of the existing alternatives

November 20, 2012 — 4:46 AM UTC

Rough markets cull the advisory herd but in a healthy way, new Cerulli data shows

RIAs grow in numbers and strength

August 31, 2011 — 2:27 PM UTC

9 things to know about the 'truth' concerning RIA use of social media

Results of a new Pershing-Aite study show advisors really are using social media -- and making more money by doing so

July 21, 2010 — 2:53 AM UTC
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