Lisa Shidler

With as much finesse as cash, Marty Bicknell wins a $1.3 billion RIA in an auction-style contest 

Valerie Newell is young, ambitious and happy to hand off some headaches to Marty Bicknell. She says: We want to continue to do what we've done.

Mariner Wealth Advisors

Advice Dynamics

RiverPoint Capital Management

Park Sutton Advisors

Montage

David Selig

Marty Bicknell

Leon Loewenstine

Valerie Newell

Steve Levitt

<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

Mariner Wealth Advisors brushed aside a host of competitive bids to absorb Cincinnati-based RiverPoint -- a rare jewel for its size, quality and availability

With as much finesse as cash, Marty Bicknell wins a $1.3 billion RIA in an auction-style contest

RIABiz Directory

RIAHire

Basic Job Listing

$250 / 30 days

For More Info Contact:

White Paper Postings

Special Sections

Common Tags

Recent Articles

Popular Writers

RIABiz

Directory

Archives

Connect

With as much finesse as cash, Marty Bicknell wins a $1.3 billion RIA in an auction-style contest

RIABiz Directory

RIAHire

Basic Job Listing

$250 / 30 days

For More Info Contact:

.css-1ry76po{display:inline;font-size:1em;color:#fff;}.css-1ry76po p{display:inline;}.css-1ry76po:hover,.css-1ry76po:focus{color:#c5d9eb;-webkit-text-decoration:underline;text-decoration:underline;}White Paper Postings

.css-1d1ry76{padding-top:12px;padding-bottom:12px;}Special Sections

Common Tags

Recent Articles

Popular Writers

RIABiz

.css-1wxybbc{display:inline;font-size:1rem;color:inherit;}.css-1wxybbc p{display:inline;}.css-1wxybbc:hover,.css-1wxybbc:focus{color:#c5d9eb;-webkit-text-decoration:underline;text-decoration:underline;}Directory

Archives

Connect

White Paper Postings

Special Sections

Directory