Lisa Shidler

Chasing the HOT DOT will burn you.

Jeff,

I’m obtuse.

What exactly what is the hot dot in this context and who is the chaser of it? Do you mean investors piling in to Windhaven based on returns from its early years?

thanks,

Brooke

With Stephen Cucchiaro out, Liz Ann Sonders takes the Windhaven reins

Liz Ann Sonders is taking the wheel of Windhaven's investment committee after Cucchiaro's sudden departure.

Schwab

Windhaven

Liz Ann Sonders

Tom Lydon

Stephen Cucchiaro

Gaston Ceron

Tony Davidow

Outsourced investments are one of the fastest-growing categories in the financial advisory world. Perched between
the asset custodian and the financial advisor, these (mostly) turnkey asset management programs can handle all or a 
portion of their investing, technology and fiduciary duties.

Advocates of using these TAMPs point to how it's better for the advisor because it frees up more time to spend with clients and prospects. It's also better for clients because the duties are being handled by specialized professionals who benefit from economies of scale.

Skeptics say that it adds a layer of cost and takes away an element of control from the advisors in executing according to a client's financial plan.

TAMPs

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. 

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.

Women of Wealth Management

The founder of the once-explosive ETF manager didn't have the same investing magic in the wake of his sale

With Stephen Cucchiaro out, Liz Ann Sonders takes the Windhaven reins

Jeff Spears

Brooke Southall

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With Stephen Cucchiaro out, Liz Ann Sonders takes the Windhaven reins

Jeff Spears

Brooke Southall

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