THRIVE Center for Diversity, Equity, & Inclusion

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The community for fostering a more diverse and sustainable workforce in which financial advisors from all backgrounds can THRIVE.


Spotlight News



LOW INTEREST RATES REFLECT INEQUALITY, NOT BOOMERS’ SAVINGS         

From Chicago Booth Review

IWI Executive Education Partner

Research examines two widely cited theories tying savings to the decline in interest rates.

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OPTIMIZING YOUR PRACTICE FOR GENS X, Y, AND Z          

Exceptional Advisor Podcast

Robert Powell, CFP®, editor of The Street’s Retirement Daily, interviews Frank Vilcnik, RICP®, Senior Regional Vice President of New York Life, on the great wealth transfer and the opportunity set for advisors in building a generation-resilient practice. Tune in to hear proven strategies to attract, serve, and retain Gens X, Y, and Z as core clients.

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Articles and White Papers


BEYOND BUSINESS: HUMANIZING ESG

From Knowledge@Wharton

IWI Executive Education Partner

The global shout for greater social justice hasn’t landed on deaf ears inside the C-suite. Smart executives are listening, learning, and changing longstanding practices that have caused decades of harm to people. In short, they are prioritizing the “S” in ESG.

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WANT TO STOP THE GREAT RESIGNATION? START BUILDING INCLUSIVE WORKPLACES        

From Knowledge@Wharton

IWI Executive Education Partner

Millions of workers are quitting their jobs, but creating more fair, inclusive and equitable workplaces could help turn that around, write Wharton’s Nancy Rothbard and Stephanie Creary.

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OPPORTUNITIES FOR WOMEN IN THE ADVICE INDUSTRY     

Sponsored by Cambridge

Learn why women are ideally suited to thrive in today’s wealth management environment.

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SURVEYS SHOW ADVISORS UNDERESTIMATE CLIENTS’ INTEREST IN ESG  

From the Investments & Wealth Monitor

Advisors must bridge disconnects between how they approach ESG investing with clients and the willingness of clients to embrace this manner of investing.

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HOW SOCIAL CLASS AFFECTS THE CAREER LADDER       

From Knowledge@Wharton

IWI Executive Education Partner

Wharton’s Stephanie Creary speaks with University of Virginia professor Sean Martin and Deloitte’s Thalia Smith about how social class and upward mobility shape careers, especially for people of color.

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WOMEN AREN’T PROMOTED BECAUSE MANAGERS UNDERESTIMATE THEIR POTENTIAL       

From Yale Insights, the Yale School of Management

IWI Executive Education Partner

A study of evaluation and promotion data found that women got higher performance ratings than men but were consistently—and incorrectly—judged as having less leadership potential.

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Online Education and Podcasts


RETHINK HOW TO SERVE EXECUTIVES

On-Demand Recording

In 2019, FlexShares Exchange Traded Funds, managed by Northern Trust, commissioned a study to learn about gender nuances in the money perspectives of high-net-worth executives who are the primary breadwinners of their households – individuals who contributed at least half of their household's annual income. The results may surprise you.

1 Hour of CE Credit.

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ACTIVATING PROFESSIONAL COMMUNITIES TO NARROW THE EQUITY GAP CAUSED BY COVID-19

On-Demand Recording

All the research points toward the much-widened gap for women and minority groups in 2021 that is a direct outcome of the COVID-19 pandemic. There are fewer women and minority groups in the workplace and the pay equity has now broadened beyond our pre-COVID efforts, but what can we do about that?

1 Hour of CE Credit.

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LEADERSHIP EXCHANGE: DIVERSITY, EQUITY & INCLUSION IN THE WORLD OF FINANCIAL ADVICE W/ CRAIG YOUNG

Exceptional Advisor Podcast: Leadership Exchange Series

Host Sean R. Walters, CAE®, Chief Executive Officer, Investments & Wealth Institute, interviews Craig Young, Managing Director, National Business Development Executive at Merrill Lynch, on equity, diversity, and inclusion in the world of financial advice.

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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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WOMEN IN WEALTH: EMPOWERING WOMEN TO OWN THEIR FINANCIAL FUTURES

On-Demand Recording

As an advisor, you can help empower and educate your female clients in 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. 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 finance.

1 Hour of CE Credit.

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SERVING THE UNIQUE NEEDS OF LGBTQ CLIENTS (REMASTERED)

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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Institute Blog: Investment Sense

Institute Announcements

  • Investments & Wealth Institute Announces First In-Person Event for 2022

    The Investments & Wealth Institute (IWI), the premier professional association, education provider, and standards body for financial advisors, today announced details for their first 2022 in-person conference, the Investments & Wealth Forum, to be held Jan. 31-Feb. 1, in Fort Lauderdale. It will also be available on-demand ...
  • Digital Badges are Modernizing the Way Financial Advisors Display Their Expertise

    The Investments and Wealth Institute launches a competency-based education tool to help advisors gain traction in the digital age and share their credentials with investors and prospects.
  • Investments & Wealth Institute Announces 2022 Chair and New Board Members

    The Investments & Wealth Institute (IWI), the premier professional association, education provider, and standards body for financial advisors, today announced the Chair-elect and new members of the 13-member Board of Directors.


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