Brooke Southall

Big RIA cuts annuity companies out of the deal with new retiree program

Stacey Schreft: Developed algorithm and back testing in attempt to best annuity methods

Mutual Fund Store

Adam Bold

Stacey Schreft

<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

Adam Bold creates cash flow system designed to avoid distress sales in bad times

Big RIA cuts annuity companies out of the deal with new retiree program

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Big RIA cuts annuity companies out of the deal with new retiree program

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