Lisa Shidler

How a B-D with its own RIA -- and a strict door policy -- went from $1 billion to $2 billion AUM in a year

Eileen Canady: We're an invitation-only organization

Young Stovall

Eileen Canady

Helen Stovall Bueno

Roark Young

<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

JHS Capital Advisors screens advisors using an ethical litmus test and is looking to expand throughout the U.S.

How a B-D with its own RIA -- and a strict door policy -- went from $1 billion to $2 billion AUM in a year

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How a B-D with its own RIA -- and a strict door policy -- went from $1 billion to $2 billion AUM in a year

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