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.
From outstanding individuals to innovative organizations, find out who made the final shortlist for top honors at the IN awards, now in its second year.
Cresset's Susie Cranston is expecting an economic recession, but says her $65 billion RIA sees "great opportunity" to keep investing in a down market.
“There’s a big pull to alternative investments right now because of volatility of the stock market,” Kevin Gannon, CEO of Robert A. Stanger & Co., said.
Sellers shift focus: It's not about succession anymore.
Platform being adopted by independent-minded advisors who see insurance as a core pillar of their business.
RIAs face rising regulatory pressure in 2025. Forward-looking firms are responding with embedded technology, not more paperwork.
As inheritances are set to reshape client portfolios and next-gen heirs demand digital-first experiences, firms are retooling their wealth tech stacks and succession models in real time.