Lisa Shidler

RIAs don't get rich clients’ surprising altruism says Fidelity Charitable study -- and it's costing them

Diane Pearson: We are different genders; we do think differently.

Legend Financial Advisors

Schwab Charitable

Fidelity Charitable

donor-advised funds

Diane Pearson

RIck Kahler

Amy Danforth

Kim Laughton

<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

Schwab people harbor some doubts about Fidelity's findings but agree that so much more can be done with donor-advised funds

RIAs don't get rich clients’ surprising altruism says Fidelity Charitable study -- and it's costing them

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RIAs don't get rich clients’ surprising altruism says Fidelity Charitable study -- and it's costing them

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