Why diversity and inclusion should matter to advisers

Consider new hiring practices, employee training and other steps to offer inclusive culture for employees and clients

A Diversity Problem

The financial advice industry is among the least diverse in the country and is doing little to change its status.

Morgan Stanley broker reached beyond his affinity group for success

After breaking barriers for himself, Michael Brathwaite now invests on behalf of others.

Mission Statement

Provide advisers with actionable strategies to encourage diversity within their businesses, and to create a more inclusive environment that leads to talented individuals of different races, creeds, genders and sexual orientations to thrive and succeed in the financial advice industry.

D&I Advisory Board

InvestmentNews relied upon our advisory board members who are experts at diversity and inclusion from around the investment advice industry to help us create and fine-tune our plans for coverage and our D&I awards program.


Liz Skinner

Liz Skinner

Special Projects Editor


Creating a diverse and inclusive culture is an especially confusing practice management issue that can create uncertainty and may paralyze a firm’s resolve. We recognize this and want to help!

Send Liz Skinner a note with questions or challenges that your firm faces in trying to promote diversity and inclusion in the workplace and we’ll tap an industry expert to offer a solution that we’ll publish for the benefit of the entire industry. mailbag@investmentnews.com


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