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

Maryland bars advisor over charging excessive fees to clients
Maryland bars advisor over charging excessive fees to clients

Blue Anchor Capital Management and Pickett also purchased “highly aggressive and volatile” securities, according to the order.

Wave of SEC appointments signals regulatory shift with implications for financial advisors
Wave of SEC appointments signals regulatory shift with implications for financial advisors

Reshuffle provides strong indication of where the regulator's priorities now lie.

US insurers want to take a larger slice of the retirement market through the RIA channel
US insurers want to take a larger slice of the retirement market through the RIA channel

Goldman Sachs Asset Management report reveals sharpened focus on annuities.

Why DA Davidson's wealth vice chairman still follows his dad's investment advice
Why DA Davidson's wealth vice chairman still follows his dad's investment advice

Ahead of Father's Day, InvestmentNews speaks with Andrew Crowell.

401(k) participants seek advice, but few turn to financial advisors
401(k) participants seek advice, but few turn to financial advisors

Cerulli research finds nearly two-thirds of active retirement plan participants are unadvised, opening a potential engagement opportunity.

SPONSORED RILAs bring stability, growth during volatile markets

Barely a decade old, registered index-linked annuities have quickly surged in popularity, thanks to their unique blend of protection and growth potential—an appealing option for investors looking to chart a steadier course through today’s choppy market waters, says Myles Lambert, Brighthouse Financial.

SPONSORED Beyond the dashboard: Making wealth tech human

How intelliflo aims to solve advisors' top tech headaches—without sacrificing the personal touch clients crave