Articles tagged "Sallie Krawcheck"


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Sallie Krawcheck astonishes industry observers by raising another $32.5 million for her robo-advisor -- perhaps on strength of of 'unit economics'

Ellevest still has AUM in the $25-million range of a rookie LPL rep but venture angels may be rewarding the 13,000% jump in account count

September 7, 2017 — 9:25 PM UTC

How Donald Trump jolted Sallie Krawcheck out of sexism denial, maybe, and the startlingly retro remedies she prescribes for young women

'Getting it' before and after Trump's upset victory takes on different casts, but the 'real key' to gender equality remains the same: get rich by investing well, says Krawcheck

November 29, 2016 — 8:16 PM UTC

With $9 million in second-round VC bucks from Venus and friends on the books, Ellevest's AUM remains ground bound

Sallie Krawcheck has yet to bring her infectious hold on fellow UHNW women to mass affluent women and their expensively long life spans

October 6, 2016 — 7:44 PM UTC

As a self-aware Sallie Krawcheck launches at TechCrunch Disrupt, Ellevest embraces the peril of selling algorithms to women

Automation is hard enough but the ex-Merrill chief is resolved to deliver to women what they want even if its means giving them what they don't think they want

May 20, 2016 — 5:35 PM UTC

'Bristling' at 'pink-it-and-shrink-it' pitfalls, Sallie Krawcheck files an ADV

Ex-Merrill Lynch chief's Ellevest will charge double the Betterment rate but with hopes of better investing for women

November 9, 2015 — 11:58 PM UTC

Relying on men but 'losing sleep' Sallie Krawcheck seeks to robo-reap women investors with Ellevest

Industry luminaries Joe Mansueto, Mohamed El-Erian, Ajay Banga and Robert Druskin -- never mind co-founder Charlie Kroll -- make up a stellar roster of male executives backing this play for women's wealth

September 28, 2015 — 10:46 PM UTC

Pat Allen catches what Morningstar did right in expanding its conference content to Twitter, LinkedIn

The Chicago event's social media center was once a lonely place and RIAs didn't know a hashtag from tic-tac-toe

July 6, 2015 — 10:05 PM UTC

At Morningstar, Sallie Krawcheck blasts her own [presumably ex-] financial advisor -- and herself

What the serial ex-wirehouse chief left dangling was her future and whether she will launch a Ellevate robo for women

June 26, 2015 — 4:16 PM UTC

The MarketCounsel Summit gets the RIA business out of its shell

Sallie Krawcheck threw a cat amongst the pigeons; Tony, I-come-in-peace, Robbins, more so and Addepar's Eric Poirer emerged from his silicon cave

December 12, 2014 — 6:25 PM UTC

How Brian Hamburger won speaking commitments from Mark Cuban, Sallie Krawcheck and Eliot Spitzer without throwing money at the challenge

The MarketCounsel chief would make Dale Carnegie proud with an old-fashioned approach that proved refreshing to the woo-ees

June 12, 2014 — 5:47 AM UTC

The two big moves Motif is making as Goldman Sachs and J.P. Morgan invest part of new $35-million raise

The San Mateo start-up online broker will take its act overseas and build out a smart beta effort with Dimensional Fund Advisors' hundreds of billion of AUM in mind

May 13, 2014 — 7:00 PM UTC

How the RIA business made a dent at the 2014 Finovate conference in San Jose

Personal Capital and Motif presented and United Capital was there in force

May 2, 2014 — 6:20 AM UTC

The top 10 financial mistakes women make

A wife needs to be sure not to get talked past in a husband-wife sit-down with a financial advisor

November 8, 2013 — 6:43 AM UTC

Word from Sallie Krawchek on where our financial system stands five years after the Lehman crash

Inadequate capital and 'groupthink' were root causes, and it may be wishful thinking to believe either has been addressed with the ready solutions

September 16, 2013 — 10:05 PM UTC

At Envestnet event, Sallie Krawcheck alludes to Crager alliance, blasts women-as-niche marketers and edges perhaps closer to endorsing the RIA model

The former wirehouse exec is satisfied with her own 'gal about town' status but not 'Republican' tendencies of financial advisors

May 7, 2013 — 4:27 PM UTC