This content is from: RIAIntel ‘If You Don’t Want to Get Fired,’ Become Serious About Impact Investing Citing a massive transfer of wealth to millennials, Rehana Nathoo, founder and CEO of Spectrum Impact, says that RIAs must have a firm grasp on impact investing. By Kristen Oliveri March 19, 2021
This content is from: RIAIntel An Insider’s View of RIAs, Family Office Syndicates, and Private Equity’s Freak Evolution "Private equity has evolved into an asset management business rather than an investment management business," said Elizabeth Browne, Head of Entrepreneur & Family Office Partnerships, of RedBird Capital Partners. By Kristen Oliveri November 11, 2020
This content is from: RIAIntel How a Thriving Center Devoted to Women and Wealth Came to Be “The data doesn’t lie. Women creating wealth is the most underserved market,” says Adrienne Penta of Brown Brothers Harriman. By Kristen Oliveri September 10, 2020
This content is from: RIAIntel Women in Wealth Management Must Set Priorities. 'You Can Negotiate for Almost Anything.' “If something is important to you, then you have to negotiate for it and don’t be ashamed to do so,” says Dotti Reeder, managing director at Tolleson Wealth Management. By Kristen Oliveri July 06, 2020
This content is from: RIAIntel ‘I'll Take the Abu Dhabi One.’ The Encounter That Seeded a $26 Billion Wealth Manager. Lorraine George-Harik, who speaks several languages, expected to work as a linguist. Instead, she co-founded Cerity Partners. By Kristen Oliveri February 10, 2020
This content is from: RIAIntel Blah, Blah, Blah. Wealth Managers Talk a Big Game – But Are Miserable at Recruiting Women as Advisors. “We know why women need to be here, but the numbers are not budging at all.” By Kristen Oliveri November 15, 2019
