On March 15, we opened nominations for our fourth annual Diversity, Equity and Inclusion award program.
This year sees a change in the program name, as we’ve added equity to the name. This enhancement reflects our effort to remain in step with the evolution of the important work around diversity across society.
In looking for a good way to explain the value of highlighting equity efforts, the clearest explanation I found came from Robert Sellers, chief diversity officer at the University of Michigan:
“Diversity is where everyone is invited to the party. Equity means that everyone gets to contribute to the playlist. Inclusion means that everyone has the opportunity to dance.”
The awards recognize individuals, firms and industry partners that cultivate a diverse and equitable professions. For individuals, the awards are See It, Be It Role Models, Rising Stars, and Lifetime Achievement. The Lifetime Achievement award goes to a financial adviser or industry professional who has increased diversity in the advice industry and demonstrated outstanding leadership.
At the firm level, you can nominate Diversity Champions and Outstanding Practices.
The nomination form and additional details on the five nomination options can be found at InvestmentNews.com/nominatediversity, and the window is open until May 14.
Futures indicate stocks will build on Tuesday's rally.
Cost of living still tops concerns about negative impacts on personal finances
Financial advisors remain vital allies even as DIY investing grows
A trade deal would mean significant cut in tariffs but 'it wont be zero'.
Inflation, economic risk is greater than previously thought.
RIAs face rising regulatory pressure in 2025. Forward-looking firms are responding with embedded technology, not more paperwork.
As inheritances are set to reshape client portfolios and next-gen heirs demand digital-first experiences, firms are retooling their wealth tech stacks and succession models in real time.