Brooke Southall

I have been in the financial services industry with my husband for over 33 years. In 2001 we formed a new RIA, Daniels + Tansey, LLP. We have an affliated Accounting Firm(Tansey). In August of 2008 we brought a team of investment management professionals inside the firm to round our our financial ensemble. Our struggle at this point is valuation and variable compensation. The multiple for accounting firms is different than asset management firm. Any suggestions on valuation strategies, or VC strategies would very helpful.

Moss Adams launches growth strategy with its first RIA acquisition in a decade

Rebecca Pomering: Another $1 billion firm isn’t what I’m looking for

Moss Adams

Rebecca Pomering

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

Former consultants put their experience to work to build wealth management division

Moss Adams launches growth strategy with its first RIA acquisition in a decade

Related Moves

March 12, 2019 at 10:14 PM

DeVon Williams Daniels

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