Subscribe

Spotlighting good work, eye on future

Fortunately, this is an industry that’s primarily focused on serving all communities.

In this issue of InvestmentNews, we celebrate those members of our industry who have dedicated themselves to making the financial advice industry more representative. The progress on this area is tangible, which is reinforced when you look at our annual 40 Under 40 issue. Absent the efforts of the firms and individuals highlighted in these profiles today, that group of young professionals may not have gotten where they are.

Shundrawn Thomas, our Lifetime Achievement Award winner, represents much of what is good about this progress. I’ve had the good fortune to meet Shundrawn a time or two, and look forward to our Sept. 16 webcast. He brings a unique grace and style that we all can learn from. Jeff Benjamin elucidates this grace in a profile on page 8. 

“The 2021 winner of the InvestmentNews Excellence in Diversity, Equity & Inclusion Lifetime Achievement Award is not the kind of person who seeks recognition for his success nor status as an African American in an industry where women and minorities in leadership are still rare,” Benjamin writes. “But Thomas appreciates and enthusiastically shoulders the opportunity to challenge the status quo, and to help make success stories like his more common.”

But even as we celebrate these accomplishments, the fight for equality is not over. News broke last week, as reported on page 3, that leaves no question that challenges remain. 

Fortunately, this is an industry that’s primarily focused on serving all communities.

Related Topics:

Learn more about reprints and licensing for this article.

Recent Articles by Author

Succession planning is essential

Advisers that put off planning for the future leave themselves open to unnecessary risks when they should be relishing the fruits of their labor.

RIAs’ growth opportunity expands

The RIA industry has witnessed incredible growth in the past decade, but custodians, too, are looking to cash in on recent trends, like increased client access to alternative assets and digital currencies.

Retirement security answers take teamwork

A recent report by Natixis speaks to areas that can be addressed to improve U.S. retirement security, and there’s plenty of evidence about what needs to be done.

A new brand day

An exciting day in the evolution of InvestmentNews took place this week with the new brand launch of our reorganized parent company Bonhill Group.

Research twice, act once

We have all been told at some point in our lives to measure twice and cut once. Our annual custodian study generated the unique, and precise, data that you have come to expect from InvestmentNews Research.

X

Subscribe and Save 60%

Premium Access
Print + Digital

Learn more
Subscribe to Print