Head of Corporate Social Responsibility, DE&I
EVP, Financial Advisor
What do investors look for in a financial advisor? How do firms find new talent? The numbers tell a compelling story about the growing power of diversity.
of firms with diversity initiative say it benefits their culture
of advisors recruit from their personal networks
of investors want their advisor to be supported by a team
Our study on financial advisors’ diversity perspectives and practices identified many benefits for firms positioning themselves for shifting demographic tides. But it also found that many firms may be missing the boat.
Financial Professionals only not for use with the investing public.