Nominations for DEI awards are now open!

Nominations for DEI awards are now open!
The sixth annual recognition program aims to tell the stories of individuals and firms that implement and advocate for diversity and inclusion within the financial advisory industry.
JAN 14, 2023

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:

  • Jan. 18 – Feb. 15: Award nominations open.
  • March 15: Individual and corporate winners notified.
  • April 17: Profiles of individual winners (Lifetime Achievement, See It Be It, Rising Star) appear in the InvestmentNews DEl Awards issue.
  • May 10: Diversity, Equity & Inclusion Awards event honors all winners (individual & corporate) in NYC.
  • May 15: Corporate winners (Outstanding Practice, Diversity Champion) appear in InvestmentNews, along with the DEI Summit & Awards event coverage.

To access nomination forms, criteria, and instructions, click here.

The Diversity, Equity & Inclusion awards issued by the judges at InvestmentNews include the following categories:

INDIVIDUAL AWARDS

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.

FIRM AWARDS

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.

Latest News

Fintech bytes: Envestnet reaffirms $1B RIA commitment with Tamarac tech investment
Fintech bytes: Envestnet reaffirms $1B RIA commitment with Tamarac tech investment

Also, Orion has added BlackRock, Fidelity, and Vanguard to its custom portfolios suite, and RedBlack has set up a new headquarters after crossing a trillion-dollar milestone.

RIA moves: Maridea acquires multigenerational practice in Pennsylvania debut
RIA moves: Maridea acquires multigenerational practice in Pennsylvania debut

Also, New York-based Legacy Edge Advisors names its first-ever CEO, while Novare Capital Management hires a Vanguard veteran with a multigenerational planning focus.

Private equity eyes 401(k) plans, but fees remain a hurdle
Private equity eyes 401(k) plans, but fees remain a hurdle

Asset managers are racing to bring private market products to retirement plans, but cost and liquidity concerns linger.

IRS floats proposal ending tax breaks for schools that weigh race
IRS floats proposal ending tax breaks for schools that weigh race

Treasury's latest tax-exemption crackdown on private schools lands in the wake of a separate push to restrict refundable credits for some immigrant filers.

Trust over tech:  The hidden signal of stock success in the AI era
Trust over tech: The hidden signal of stock success in the AI era

Workforce trust measures predicted which companies came out ahead during COVID-19. The same dynamic may now be playing out across the AI transition — and the data suggests the spread could be just as wide.

SPONSORED Direct indexing webinar targets tax-loss harvesting amid market swings

Northern Trust’s Ken Lassner shows advisors how to convert volatility into after-tax portfolio gains

SPONSORED Who builds the income when the pension disappears?

Dan Biagini of American Equity says the steady decline of pensions, longer lifespans and a reset in interest rates are rewriting how advisors build retirement income