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



WHY ESG MATTERS     

From the Investments & Wealth Monitor

Advisors need to familiarize themselves with the origins and complexities of ESG investing—and be ready to discuss with clients.

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MAKING THE ‘BUSINESS CASE FOR DIVERSITY’ CAN BACKFIRE WITH UNDERREPRESENTED GROUPS

From Yale Insights (the Yale School of Management)

IWI Executive Education Partner

Many companies say that they are committed to diversity because women, people of color, and LGBTQ+ individuals bring unique contributions that boost firm performance. A new study finds that this explanation can have detrimental consequences for the very applicants that companies seek to attract.

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Articles and White Papers


WEALTH IN THE TIME OF COVID: CONTEXT AND CONVERSATIONS FOR SUCCESSFUL TRANSITIONS    

From the Investments & Wealth Monitor

Emotions can be heightened during a crisis like the pandemic, so advisors need to be ready to help founders, families, and newly wealthy individuals focus on their relationships with people, planet, and community.

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MILLENNIAL BOOM: DEMOGRAPHICS POINT TOWARD ECONOMIC GROWTH   

From the Investments & Wealth Monitor

Baby boomers supercharged the economy with demand for housing and consumption goods; now millennials are setting the economy up for a surge in home equity as stocks and bonds are setting up to take a hit.

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FINANCIAL PREFERENCES AND PRIORITIES BY DEMOGRAPHIC GROUP  

From the Investments & Wealth Monitor

An analysis of demographic groups and how they differ regarding financial well-being, attitudes, and life circumstances can open new opportunities for advisors.

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THE SECRETS TO EARNING A FEMALE INVESTOR’S TRUST—AND HER BUSINESS  

From the Investments & Wealth Monitor

Wealth managers will be able to succeed in the years ahead only if they know how to effectively serve female clients.

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THE FUTURE OF WEALTH MANAGEMENT

From the Investments & Wealth Monitor

Wealth advisors will need to anticipate changes and adapt their practices to respond to the every-changing wealth management landscape and meet clients’ goals.

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WOMEN OF WEALTH: UNHEARD FOR FAR TOO LONG 

From the Investments & Wealth Monitor

Women’s roles in wealthy families are changing. Women are accelerating their ascension to positions of power and influence as well as amassing significant wealth.

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Latest Discussions

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Online Education and Podcasts


BE MORE VISIBLE IN THE FINANCIAL INDUSTRY W/KATE HEALY

Exceptional Advisor Podcast

Robert Powell, the editor of Retirement Daily at The Street, interviews Kate Healy Managing Director, Generation Next, TD Ameritrade Institutional about how to be more visible in the financial industry, a Women in Wealth Perspective.

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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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REINFORCING WOMEN IN THE WORKPLACE W/CATHERINE COLLINSON

Exceptional Advisor Podcast

Robert Powell, the editor of Retirement Daily at The Street, interviews Catherine Collinson, CEO and President of Transamerica Institute.

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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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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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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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Blogs



SEC CRACKS DOWN ON ESG ‘GREENWASHING’     

From Washington Insights, June 2022

This month’s Washington Insights column examines the recently proposed rules by the Securities and Exchange Commission that would tighten the rules requiring disclosure of environmental, social, and governance factors used in mutual fund names and in Form ADV disclosures by registered investment advisers.

Read at Washington Insights

Institute Blog: Investment Sense

  • In retirement, there are at least nine risks that households will face. Those include systematic risks: including political (public policy and inflation) and business (market, issuer, income) and unsystematic risks: including behavioral (spending) and chance (household shocks, heath care and...
  • The past 18 months will be written about in the history books and taught in schools; movies will be made, and books written. In addition to our personal...
  • Protect, Live, Dream Odysseus, the Greek king of Ithaca, is best remembered for his arduous 10-year journey home after the Trojan War, as well as the Trojan Horse he used to gain surreptitious access to enemy...


Professional Development




Institute Announcements

  • Investments & Wealth Institute Earns Prestigious ANAB Accreditation for CPWA® Certification

    The premier professional association, education provider and standards body for financial advisors, the Investments & Wealth Institute, announced that its Certified Private Wealth Advisor® (CPWA®) certification, the advanced certification for advisors who serve high-net-worth clients, has met all personnel certification requirements ...
  • Investments & Wealth Institute Hires Ross Riskin as Chief Learning Officer

    The Investments & Wealth Institute, a nonprofit organization that delivers premier investment consulting and wealth management credentials and world-class educational offerings, has named Ross Riskin, DBA, CPA/PFS™, CCFC, MS Tax as chief learning officer.
  • Investments & Wealth Institute Launches “Private Markets for Advisors” Certificate Program

    The leading professional association for financial professionals, the Investments & Wealth Institute has launched a new, certificate-based, online course on private markets sponsored by Macquarie Asset Management, the asset management division of Macquarie Group. This new, 12-hour course teaches advisors ...





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