THRIVE Center for Diversity, Equity, & Inclusion

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Spotlight News

MIND THE GENERATION GAP

From the Investments & Wealth Monitor

Advisors who understand clients’ generational imprints gain actionable insights.

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BEYOND THE BUSINESS CASE FOR DIVERSITY: WHAT LEADERS MUST DO?

From Knowledge@Wharton

Executive Education Partner 

Katherine Klein, vice dean for the Wharton Social Impact Initiative, talks with president of Morehouse College David A. Thomas and Harvard Business School professor Robin J. Ely about why the business case for diversity doesn’t help leaders create a real culture of inclusion.

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Articles and White Papers

AN OVERLOOKED VALUE OF VOLUNTARY CERTIFICATION: TRUST

From the Investments & Wealth Monitor

The year 2020 has been met with civil and social unrest, with political narratives focused on discrimination and equality. Differences we perceive between ourselves and others are at the root of much discrimination. Certifications, by definition, level the field when it comes to evaluating the knowledge, skills, and capabilities of individuals.

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HAS THE PANDEMIC SET FEMALE LEADERSHIP BACK?

From Knowledge@Wharton

Executive Education Partner 

During a recent panel discussion hosted by Wharton Dean Erika James, three Wharton faculty examined the pandemic’s reverberating effects on women in the workplace.

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DRIVING DIVERSITY IN THE BOARDROOM

Sponsored by RBC Wealth Management

As countries, companies, and investors around the world look ahead to the New Year, they do so with a near-universal desire to close the door on 2020 and never look back. But, 2020 was also a year in which it became abundantly clear that leadership matters. Having the right people at the table making decisions is imperative in both good times and bad.

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DEFINING THE FUTURE OF WEALTH MANAGEMENT

From the Investments & Wealth Monitor

The wealth management profession is transforming at a rapid pace because of many factors. Regulations, competition from new business models, and advances in technology are driving the way we do business and expeditiously changing the delivery of advice to meet client expectations.

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Latest Discussions

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DIVERSITY IN ACTION: HOW TO SUSTAIN THE FINANCIAL PLANNING PROFESSION

From CFP Board

As racial inequities are being exacerbated by the pandemic and the United States is in the midst of a racial reckoning, we must ask ourselves what we can do as individuals, as firms, and as a profession to advance a more inclusive and diverse society. Therefore, this publication serves two purposes: to showcase the work being done across the financial planning profession and to deliver scalable insights for readers to replicate.

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WHEN IT COMES TO EMPOWERING WOMEN, WE NEED TO ASK THE RIGHT QUESTIONS

Sponsored by RBC Wealth Management 

It’s amazing what happens when a group of dedicated, engaged employees get together and start asking “What if?” That’s exactly what happened more than a year ago when a group of our firm’s high-potential women, who were tapped to participate in a brand-new women’s leadership program funded by my firm, started spending regular time together.

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DIVERSITY IS GOOD BUSINESS FOR ADVISORY FIRMS

Sponsored by FlexShares/Northern Trust

FlexShares’ study on financial advisors’ diversity perspectives and practices identified numerous benefits for firms that position themselves for shifting demographic tides. But it also found that many firms—particularly smaller ones—may be missing the boat.

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THE FUTURE OF WEALTH IS FEMALE

Sponsored by Transamerica

Over the next decade, a historical wealth transfer awaits the financial advice industry. The result: a future of wealth that is decidedly female. As women outlive their spouses and partners, females could possess as much as $30 trillion in financial assets by 2030. And this is only the beginning.

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For more on working with female clients, please visit the Transamerica Women and Investing resource page.

THE BENEFITS OF BUILDING DIVERSE ADVISORY TEAMS

Sponsored by FlexShares/Northern Trust

U.S. demographics are changing and the country is expected to be a minority/majority population by 2045. Yet the majority of financial advisors are still overwhelmingly white, male, and shrinking in numbers. With many firms having difficulty in recruiting, hiring, and retaining young and diverse talent, FlexShares conducted a research study in late 2019 to see where firms are struggling and where they are having success in building diverse teams.

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Institute Blog: Investment Sense


Professional Development

JOIN THE 100-DAY ADVISOR CHALLENGE

Applications Due April 26

Do you have determination, perseverance, and grit? Join the 100-Day Advisor Challenge and spend the next 100 days building strong retirement management habits, strategies, and techniques. Throughout your journey, you’ll have a team of top practitioners motivating and encouraging you. The final step culminates with a rigorous exam. Upon passing the exam, you will be able to proudly showcase your Retirement Management Advisor® credentials. The challenge starts May 3 and ends August 10. Applications are due by April 26. Receive $500 off with promo code AdvisorChallenge21!

Apply Now

EMPOWERING WOMEN TO OWN THEIR FINANCIAL FUTURES

Virtual Women in Wealth Reception at ACE Academy
April 26
6:30 - 7:30 p.m ET

Over the last half-century, women’s roles have evolved and changed, and while strides have been made, women still fall behind men financially in terms of earnings, investing, and retirement savings. As an advisor, you can help empower and educate your female clients on the best ways to fulfill their financial potential. While traditional investing programs have ignored the unique experiences of women that impact their financial lives, modern plans acknowledge the unique circumstances that impact women more than men, including caregiving, gray divorce, and widowhood. Whether you are just starting your career, redefining wealth, planning philanthropic giving, or helping your clients retire, there are steps to help your clients become more confident and empowered when dealing with finances. Walk away with actionable takeaways that allow your clients to take charge of their financial futures at any life stage.

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INVESTMENTS & WEALTH INSTITUTE® CERTIFICATION SCHOLARSHIP FUND

2020 Mid-year Report

Read the Report >>

MEETING THE NEED OF WOMEN INVESTORS

ACE Academy EdTalk
On-Demand

Laura McDowell, CFP, CIMA®
Regional Director, Charles Schwab

Women control more than half the personal wealth in the United States and about 80 percent of spending decisions. That makes them a financial force to be reckoned with. But for many financial advisors, unconscious blind spots and biases can make it harder to connect with women as prospects and clients. This 30-minute education session reviews the basics of women as a financial force, lays out key steps to meeting women’s needs, and outlines practice strategies to use in your firm.

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THE FIVE TRENDS THAT WILL DEFINE THE POST PANDEMIC WORLD

ACE Academy General Session
April 27
Livestream + On-Demand

Dambisa Moyo, PhD
Global Economist, Author, Speaker, New York Times Best-Selling Author

Even before the 2020 global pandemic hit the world in earnest, the global economy was in a precarious place. Dambisa Moyo will chart the five key macroeconomic and geopolitical trends that will dominate the post-COVID era, with a focus on investable ideas and opportunities for returns in the coming challenging world.

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Institute Announcements

  • Exceptional Advisor Week Is April 26-May 2

    Exceptional Advisor Week brings the value of executive education into focus and affords individuals opportunities to pursue long-term goals that will have an impact on communities for years to come. Throughout the week we will be featuring a variety of ways for you to learn how to differentiate yourself and be an Exceptional ...
  • Latest Episode of the Exceptional Advisor Podcast Focuses on the Future of Sustainable Investing

    Robert Powell, the editor of Retirement Daily at The Street, interviews William "Bill" Burckart, co-founder, president, and chief operating officer at The Investment Integration Project (TIIP), and Bob Dannhauser, CFA®, FRM, CAIA®, senior advisor at TIIP and previously head of global private wealth management ...
  • ACE Academy Set to Elevate Advisor Expectations and Take the Virtual Learning Environment by Storm

    On April 26–27, 2021, ACE Academy will bring together highly accomplished and highly sought-after all-stars such as Nobel Laureates Robert Merton, PhD, from MIT and Sir Angus Deaton from Princeton University. The program also features global economist Dambisa Moyo, PhD, and Raghuram Rajan, PhD, Professor ...


Online Education and Podcasts

BUILDING TRUST WITHIN DIVERSE TEAMS

On-Demand Recording

Today’s organizations face a challenging and dynamic competitive landscape. The ability to attract, engage, and retain employees is crucial to an organization’s success. Recognizing the underlying individual differences, strengths, and perspectives of team members can help build teams that can overcome barriers to ensure performance and greater client retention. Tune into this session to learn some best practices for building trusting relationships with clients within your team.

1 Hour of CE Credit.

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GENDER DIVERSITY IN INVESTMENT MANAGEMENT

On-Demand Recording

A growing body of research shows that increasing the number of women in investing can boost returns, reduce volatility, and create jobs from Wall Street to Main Street. This presentation will focus on providing key facts about how gender diversity can positively impact your bottom line by harnessing cognitive and behavioral alpha generation, while also providing practical solutions to recruiting and retaining female employees.

1 Hour of CE Credit.

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LONG-TERM IMPLICATIONS OF COVID-19: WOMEN IN WEALTH PERSPECTIVES

On-Demand Recording

The long-term effects of COVID-19 on the advice industry are both wide-reaching and profound. Learn how industry leaders are developing new strategies to add significant value in the face of these challenges.

3 Hours of CE Credit.

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RELATE AND CONNECT TO YOUR CLIENTS

Exceptional Advisor Podcast

Michael Falk, CFA®, CRC, partner at Focus Consulting Group, discusses creating and maintaining client connections virtually. The work hasn't changed, Falk explains, the connection point has.

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ADVISING IN UNCERTAIN TIMES

Exceptional Advisor Podcast

Desiree Maldonado, financial consultant at Popular Securities, LLC, talks about advising in turbulent times. Her experiences include adjusting to working from home, understanding and adopting new technologies, and more.

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SERVING THE UNIQUE NEEDS OF LGBTQ CLIENTS

Exceptional Advisor Podcast

Frederick Hertz, JD, attorney and mediator at the law and mediation offices of Frederick Hertz, talks about how advisors can meet the unique needs of LGBTQ clients.

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WOMEN IN WEALTH: BALANCING A CRISIS AND BEYOND

On-Demand Recording

Women in financial services represent less than 17 percent of the industry population. Listen in on a candid conversation among four female top performers as they discuss how to re-brand the industry, making it more attractive for women, and how they are addressing today's challenges and beyond.

1.5 Hours of CE Credit.

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BE MORE VISIBLE IN THE FINANCIAL INDUSTRY

Exceptional Advisor Podcast

Kate Healy dives into how to be more visible in the financial industry—a Women in Wealth Perspective. Her insights include encouraging women in the industry to talk about what they do with their friends, community, local schools, and more. 

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