Lisa Shidler

I AM INTERESTED IN OBTAINING THE RIA AND CFP. CAN YOU TELL ME HOW THESE ARE OBTAINED?

Extraordinary women awaken the RIA business, shepherd billions

Payel Farasat: You become very humble when you have to sit across from clients and manage their life savings. This is big stuff.

Impact Communications

Idea Refinery

Lebenthal Asset Management

AH Lisanti Capital Growth

Marie Swift

Loring Ward

Alex Potts

Marion Asnes

Payel Farasat

Joni Clark

Jane Swan

Patricia Farrar-Rivas

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.

Women of Wealth Management

In a business starved for beyond-the-books talent, executives are turning to a largely untapped gender 

Extraordinary women awaken the RIA business, shepherd billions

VIRGINIA WILLIS

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March 13, 2024 at 1:46 AM

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Extraordinary women awaken the RIA business, shepherd billions

VIRGINIA WILLIS

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March 13, 2024 at 1:46 AM

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