Brooke Southall

The need for innovation has never been greater. An imaginative use of prudent process and advanced technology to drive down cost and greatly elevate the advisors value proposition places immense stree on the conventional brokerage business model. The most profound innovation can not be executed within the conventional brokerage format--thus room for the emergence of a new advisory services business model too disruptive for brokerage. Look for advisory services cost to the consumer to decline by 50% or more without cuts in advisor compensation while investment counsel is greatly enhanced. . SCW

Lori Hardwick resigns from COO job at Pershing in 'completely unexpected' move

Envestnet

Nuveen Investments

BNY Mellon

Pershing Advisor Solutions

Mark Tibergien

Lori Hardwick

Lisa Dolly

<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

The longtime Envestnet exec is apparently leaving to join an entrepreneurial venture just a year after surprising observers by taking the post at the BNY Mellon subsidiary

Lori Hardwick resigns from COO job at Pershing in 'completely unexpected' move

Stephen Winks

Related Moves

May 9, 2019 at 2:18 AM

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Lori Hardwick resigns from COO job at Pershing in 'completely unexpected' move

Stephen Winks

Related Moves

May 9, 2019 at 2:18 AM

January 19, 2023 at 3:31 AM

March 12, 2019 at 10:14 PM

January 7, 2023 at 1:50 AM

RIABiz Directory

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