The Win for Financial Services

Laura Mattia ()
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Laura Mattia: University of South Florida

Chapter Chapter 3 in Gender on Wall Street, 2018, pp 23-38 from Springer

Abstract: Abstract Laila’s fee-only firm was struggling before she was hired. Unlike many other fee-only firms, this one had only accumulated $40 million dollars in assets under management (AUM), in sixteen years. Laila, a CFP® and MBA, knew the firm had had difficulties and conflicts with business partners and false starts in the past. She also knew they lacked several crucial skills.

Keywords: Assets Under Management; Ladies Room; Financial Services Industry; Financial Advice; Board Diversity (search for similar items in EconPapers)
Date: 2018
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Persistent link: https://EconPapers.repec.org/RePEc:spr:sprchp:978-3-319-75550-2_3

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DOI: 10.1007/978-3-319-75550-2_3

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