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Build a More Diverse Practice Now

New research confirms diversity is essential to advisors’ future success.

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Leading With Compassion and Driving Diversity

As our country continues to navigate momentous issues, from racial justice to LGBTQ rights, it’s time for business ...

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Lessons Learned: What Factors influence DE&I as Strategy

To say progress on industry diversity continues to be slow might be an understatement, even when it comes to gender, ...

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DE&I: The Team Approach

Strong team building remains an important strategy for financial advisors. According to the results of our FlexShares ...

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Finding Talent – Relying on Personal Networks Won’t Get You to Diversity

Diversity, according to research from McKinsey & Company may be correlated with both profitability and value ...

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The Culture of Diversity – It’s a Better One According to Advisors

Financial advising may have a diversity problem. In fact, with reportedly 81% of the financial advisors being white, ...

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The Search for an Advisor Like Me

The business case for diversity Analysts have been investigating the business case for diversity across industries for ...

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Back-to-Work Coronavirus Update with Dr. Ari Levy

While there’s much that we’ve learned about the coronavirus over the past few months, it’s clear that there’s still a ...

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Inherent Value of Diversity

The coming demographic shift The client of the future doesn’t look, or act, like the client of the past, or in many ...

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