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



REGENERATIVE FINANCE: A NEW ASSET CLASS FOR VALUES-DRIVEN INVESTORS PRIORITIZES PROBLEM-SOLVING AND IMPACT       

From the Investments & Wealth Monitor

Regenerative finance allows wealth holders to invest directly in models for solving social and environmental problems.

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2022 CLIENT RESEARCH: THE EVOLUTION CONTINUES—GLOBAL UNCERTAINTY AND DEMOGRAPHIC SHIFTS ARE CHANGING CLIENT EXPERIENCE      

From Investments & Wealth Research

Each year Investments & Wealth Institute and Absolute Engagement survey clients to gather insights that support exceptional advisors. This article reports on findings of the 2022 survey.

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Articles and White Papers


ALL INVESTING HAS IMPACT: VALUING IMPACT RISK, BUILDING A BETTER WORLD, AND MAKING MONEY ALONG THE WAY      

From the Investments & Wealth Monitor

Nomenclature and strategy may vary, but purpose is the unifying principle that makes investment impact a part of decision-making.

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ACTION, NOT WORDS: CREATING GENDER AND RACIAL EQUITY AT WORK     

From Knowledge at Wharton

IWI Executive Education Partner

Wharton’s Stephanie Creary talks to Tina Opie and Beth Livingston, two management professors who have written a new book on how to tear down the barriers that prevent women and marginalized groups from thriving in business.

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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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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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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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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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Online Education and Podcasts


BUILDING & SHAPING TOMORROWS WEALTH MANAGEMENT TEAM

On-Demand Recording

2022 client research conducted by the Investments & Wealth Institute shows that clients expect wealth management teams to deliver services through a diverse team that reflects a mix of professionals who are multi-competency, multi-gender, multi-generational, and multi-cultural.

1 Hour of CE Credit.

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THE OPPORTUNITY IN GENDER DIVERSITY: WHAT WOMEN CAN BRING TO YOUR FIRM

On-Demand Recording

The opportunity in gender diversity covers not just the rationale behind diversity in advisory firms but key steps needed to begin increasing women’s perspectives and participation in business.

1 Hour of CE Credit.

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CORPORATE EFFORTS IN DIVERSITY, EQUITY & INCLUSION – TOP DOWN + GRASSROOTS = CHANGE

On-Demand Recording

Hear from this panel of experts about a variety of successful DEI programs using both approaches: top down corporate change programs, and programs that started at the grassroots level.

1 Hour of CE Credit.

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A GUIDE TO INCLUSIVE WORK CULTURES

On-Demand Recording

Any firm can ‘do’ diversity; it is the inclusion that is the difficult part. For an organization to be genuinely inclusive, it must change in the presence of diversity. And this change is painfully slow.

Premier CE: 1 credit for CIMA®, CPWA®, and RMA® certifications.

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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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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 MOVES CLOSER TO DOL FIDUCIARY REQUIREMENTS FOR SERVICE PROVIDERS        

From Washington Insights, December 2022

Washington Insights reviews a proposed rule by the Securities and Exchange Commission that would require registered investment advisers to apply a due diligence process to the selection and monitoring of service providers to their firms. The Department of Labor previously identified a similar need for Employee Retirement Income Security Act fiduciaries to prudently select and monitor a plan’s service providers.

Read at Washington Insights

Institute Blog: Investment Sense

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Professional Development




Institute Announcements

  • Investments & Wealth Institute Appoints Avi Sharon as Editorial Advisory Board Chair

    14 days ago
    The Investments & Wealth Institute, has announced that Dr. Avi Sharon will become Editorial Advisory Board Chair of Investments & Wealth Monitor, its peer-reviewed, bimonthly educational magazine that showcases industry news and articles to provide education, insight, explanation, and coverage of key ...

  • Investments & Wealth Institute Announces Agenda for Lifecycle Planning Virtual Conference

    29 days ago
    The Investments & Wealth Institute (IWI), has announced the agenda and lineup of speakers for the Lifecycle Planning Virtual Conference, its inaugural virtual event that primarily features five thought leader panels comprised of cutting-edge practitioners, as well as industry and academic experts who will identify and address the ...

  • Investments & Wealth Institute Announces New ‘Experience’ Conference to be Held April 7-10, 2024

    2 months ago
    The Investments & Wealth Institute has announced the date and location for its 2024 annual conference—along with a rebranding that emphasizes the Institute’s priority to optimize advisor engagement and deliver advanced content and practical strategies for exceptional advisors.

Institute Events





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