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AS DEMOGRAPHICS SHIFT, WE ASKED ADVISORS AND INVESTORS ALIKE ABOUT THE IMPORTANCE OF DIVERSITY, STRATEGIES FOR ACHIEVING IT AND
THE BENEFITS IT CAN OFFER FIRMS.

Overview

Discussions on Diversity and Racial Equity

To advance open dialogue on diversity and racial equity, FlexShares has released a growing series of Flexible Advisor podcast episodes from leaders from within Northern Trust and the wealth management industry. 

Listen to all podcasts or click episodes below.

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Shundrawn Thomas
President
Northern Trust Asset Management

Leadership and Diversity

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Connie Lindsey
Head of Corporate Social Responsibility, DE&I
Northern Trust

Strategies for Advancing Racial Equity and Diversity

speaker-4

Malcolm Ethridge
EVP, Financial Advisor
CIC Wealth

Raising Awareness of Financial Planning in Diverse Communities

speaker-3

Dana Wilson
Founder and CEO CHIP

Connecting Investors to Advisors of Color

Subscribe to The Flexible Advisor podcast (available wherever you download your podcasts) to be alerted when new episodes on this topic and many others are published.

KEY FINDINGS

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.

59%

of firms with diversity initiative say it benefits their culture

61%

of advisors recruit from their personal networks

72%

of investors want their advisor to be supported by a team

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FlexShares - Diversity is Good Business for Advisory Firms

Diversity is Good Business for Advisory Firms

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.

 

Register to download the white paper

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INVESTORS TEND TO CHOOSE ADVISORS LIKE THEM

FlexShares Advisor Diversity IG Stat.Final.051120

 

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