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Don’t relegate diversity efforts as marketing
Make D&I a core principle, not public relations
Focus on these steps for boosting D&I in advice industry
“Don’t compare yourself, be yourself.” This is the number one thing I tell the diverse financial advisers…
Time to shift your hiring goal from ‘culture-fit’ to ‘culture-add’
As a firm owner or decision-maker, you have the power to make an impact on this profession.
Advisers view diversity efforts as a complex, heavy lift
Survey of InvestmentNews readers shows they see upside of diversity but have limited motivation to address it.
Ariel Investments promotes Mellody Hobson to co-CEO
Chicago-based asset manager becomes a role model for leadership diversity
Increase diversity or die, Pershing CEO Tibergien tells RIAs
If firms want to keep pace with changing investor demographics, they have to hire more diverse viewpoints.
Robo offers SRI portfolios supporting racial justice
OpenInvest will overweight companies with a track record of improving racial equality while avoiding those that harm minority communities.
Why a lack of diversity may be hurting your 401(k) clients
Investment committees are often narrow and uniform, which could have negative consequences for 401(k) plan sponsors.
Rene Nourse says mentoring is the key to diversity
Despite progress, more could be done for women and minority advisers.
Assigning a chief diversity officer doesn’t fix an inclusion issue
Many CDOs also have another full-time role unrelated to diversity and inclusion.
