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Dynasty Financial hires an expert to help it build an alternative-investments inventory

Monique Miller knows alternative investments from her days with Caxton Associates.

MSSB

Dynasty Financial Partners

private equity

hedge funds

Advizent

WR Platform Advisors

Caxton Associates

Charles Goldman

Shirl Penney

Ed Swenson

Austin Philbin

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

Monique Miller brings her Caxton expertise and Dynasty is also poaching Austin Philbin, overseer of 100-plus MSSB advisors,

Dynasty Financial hires an expert to help it build an alternative-investments inventory

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