« Awards & Recognition

Excellence in Diversity & Inclusion

Winners: 2019 | 2018

Excellence in Diversity & Inclusion


The Excellence in Diversity & Inclusion Awards identify and celebrate individuals, advisory firms, industry partners and institutions for their dedication to diversity and inclusion initiatives.

We revealed the 2019 individual winners and firm finalists in the August 5 issue of InvestmentNews and online at InvestmentNews.com.

Eligibility Requirements

Honored individuals, firms and organizations must meet the following eligibility requirements:

Individual awards recognize financial advisers or industry professionals who support advisers and have been effective role models for their efforts to bring diversity and to create an inclusive culture in the financial adviser business.

Advisory firm awards honor registered investment advisory firms, independent broker-dealer affiliates, or branch offices of a wirehouse, insurance firm, or brokerage, that have fostered diversity and inclusion within their own firms, among clients (especially those who have been traditionally ignored by financial service professionals), or within the financial advice industry as a whole.

Non-advisory firm awards recognize firms that serve the financial advice profession, including but not limited to, broker-dealers, custodians, asset managers, insurance firms, fintech companies, educational institutions and other industry organizations that have encouraged diversity and inclusion within their firms or within the financial advice profession.

Key Dates & Deadlines

  • March 2 to April 30, 2020: Award nomination period
  • June 1, 2020: Honorees notified
  • July 13, 2020: Excellence in Diversity & Inclusion individual award winners are profiled in the InvestmentNews Diversity Issue
  • September 2020: InvestmentNews Diversity & Inclusion Awards Celebration in New York


None. Participation is absolutely free.


For more information, go to investmentnews.com/diversity, or contact Liz Skinner, special projects editor for InvestmentNews, at lskinner@InvestmentNews.com
For sponsorship opportunities, please contact Dan Rubinetti, Manager US Event Sales, at drubinetti@investmentnews.com or 212-210-0432.


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