Lisa Shidler

This is an interesting development - that said, these companies should be looking from the bottom up (not top down) in designing products/services.  Design for the consumer, then the full stack (advisor, custodian, etc.) can access at various touch-points along the way.  If the product re-imagines "advice" for the consumer, it will be adopted by the full stack.

With Hamilton Lane's $90 million stake and Vestmark deal in her back pocket, Russell CEO is ready to plunge the old-line, upper-crust  firm into the RIA middle-market

Russell Investments

<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

Michelle Seitz opened the playbook to allow RIAs more autonomy, and the firm will use wholesalers based less on channel and more on geography.

With Hamilton Lane's $90 million stake and Vestmark deal in her back pocket, Russell CEO is ready to plunge the old-line, upper-crust firm into the RIA middle-market

Brian Murphy

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