InvestmentNews is proud to announce that we have begun accepting nominations for the 2023 Diversity, Equity & Inclusion awards. This sixth annual recognition program aims to tell the stories of individuals and firms that have used their successes, leadership skills and willingness to implement and advocate for diversity and inclusion within the financial advisory industry.
This year’s key dates are:
To access nomination forms, criteria, and instructions, click here.
The Diversity, Equity & Inclusion awards issued by the judges at InvestmentNews include the following categories:
Lifetime Achievement: InvestmentNews recognizes one honoree each year who has demonstrated significant leadership in advancing diversity, equity and inclusion in the financial advice industry.
See it, Be it Role Models: Individuals in the business who exemplify success and who inspire others from diverse backgrounds to embrace the profession.
Rising Stars: Individuals in the early stages of their careers who show exceptional promise through what they have already contributed to the success and diversity of the profession.
The InvestmentNews Diversity, Equity & Inclusion Awards recognize firms for their efforts to foster diversity, equity and inclusion within their own practice or within the financial advice profession.
The Outstanding Practice Awards honor firms with initiatives that demonstrate results. They show a transformation of the organizational makeup or culture of the firm or its client base through the inclusion of diverse groups.
The Diversity Champion Award recognizes firms that have internal programs to increase diversity or external campaigns to improve financial literacy among diverse groups in the financial advice business.
All nomination materials must be submitted online at the link above by 5:00pm ET on Feb. 15.
Have questions about the process, compliance, etc.? Please review our FAQs at the link above, and attend our Lunch and Learn webcast, Feb. 8, noon-1 pm ET.
For questions not addressed on our FAQ page or webcast, please contact the InvestmentNews awards team at [email protected].
Best of luck to all nominees!
About InvestmentNews
InvestmentNews is the leading source for news, analysis and information essential to the financial advisory community. Since 1998, our standard of editorial excellence and deep industry knowledge has allowed us to educate, inform and engage the most influential financial advisers. Through a weekly newspaper, website, newsletters, research, events, videos, podcasts and webcasts, InvestmentNews provides exclusive and up-to-the-minute news, as well as actionable intelligence, that empowers financial advisers to serve their clients and run their businesses more effectively whenever, however and wherever they need it. InvestmentNews, headquartered in New York, is part of Bonhill Group Plc.
Jump is piping FMG marketing content into post-meeting workflows as Zocks opens its platform to more than 32,000 LPL financial advisors
Trevor Uhls pleaded guilty to one count of wire fraud and one count of money laundering.
Osaic and LPL Financial routinely square off in recruiting advisors from other firms as well as from each other.
Meanwhile, Wealthspire's Ground Control business picks up a $1B private wealth firm in London, and Modern Wealth deepens its presence in California.
The $100B-plus mega-RIA is folding custom portfolios, daily tax-loss harvesting and unified managed accounts into its Aspen advisor tech platform
Knighthead Life entered the market with a competitive MYGA. A strong launch earned advisor confidence and paved the way for FIAs.
As AI makes financial information more accessible than ever, Lana Hock explains why human judgment, trust, and empathy remain the qualities clients value most in a financial advisor
