Diversity & Inclusion 2018

Diversity is a team attribute

February 13, 2019 | Runtime: 3:46

Fidelity's Rachel Book joins others in an enlightening conversation about diversity within advisory firms.

InvestmentNews celebrates diversity & inclusion in the financial advice business

October 15, 2018 | Runtime: 2:32

Highlights of the Excellence in D&I Awards, showcasing the achievements of 26 individuals and firms that are moving the needle when it comes to diversity and inclusion.

Financial advisers highlight solutions to increase diversity and inclusion

October 15, 2018 | Runtime: 3:16

These Excellence in Diversity & Inclusion award winners suggest short-term changes to help foster D&I in the financial advice profession.

Empowerment = Inclusion

October 10, 2018 | Runtime: 2:08

By empowering staff at all levels of his firm, and being open to ideas that can come from anyone, Jimmy Lee and his team create an inclusive culture with wide ranging benefits.

Realizing the promise of diversity.

October 10, 2018 | Runtime: 2:53

If we fully diversify our industry, we will all reap the benefits of a wide array of talented pros, bring forth the best ideas, and create beneficial career paths. Shundrawn Thomas explains.

Moving beyond the 'trickle-down' method of diversification.

October 10, 2018 | Runtime: 2:25

Donna Sharp discusses how we're out with the old, and in with the new; diversity and inclusion not just from D&I initiatives but from the ground up.

Building a culture

October 10, 2018 | Runtime: 2:20

Lazetta Rainey Braxton breaks down the challenges of creating a diverse culture within your firm, and ways to help.

Don't have the resources of a full blown diversity team at your company?

October 10, 2018 | Runtime: 2:00

Kate Healy explains why that's not a problem, and ways that even small firms can form more diverse teams and be more inclusive.

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