Lisa Shidler

Focus Financial firms play a lively game of ping-pong with the Broker Protocol

Lori Van Dusen: You can't say that the client is first and then look for ways to double-dip.

Merrill Lynch

MarketCounsel

Broker Protocol

JFS Wealth Advisors

Buckingham Asset Management

Sapient Private Wealth Management

HoyleCohen

LVW Advisors

Focus

Brian Hamburger

Rudy Adolf

Lori Van Dusen

Rajini Kodialam

Lara Shull May

<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

Focus and its biggest RIA, Buckingham, exited the Protocol this summer while Lori Van Dusen signed on, but there's no change in its strategy to go after breakaway brokers,  co-founder says

Focus Financial firms play a lively game of ping-pong with the Broker Protocol

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Focus Financial firms play a lively game of ping-pong with the Broker Protocol

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September 1, 2022 at 5:11 AM

August 13, 2022 at 12:39 AM

RIABiz Directory

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