Brooke Southall

Greg Friedman buys 'needle-in-a-haystack' Seattle RIA

Private Ocean

Junxure

Lakeview Financial Group

Julie Back

Kelly Keydel

Lisa Peters

Susan Dickson

David Selig

Greg Friedman

Philip Palaveev

<p>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.</p> 

<p>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.</p>

Women of Wealth Management

With a much more feminine look, the CEO of Private Ocean can now assault Amazon.com wealth

Greg Friedman buys 'needle-in-a-haystack' Seattle RIA

Related Moves

February 28, 2024 at 3:36 AM

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