Diversity and Inclusion

Today's evolving investor landscape and advisor talent crisis are driving the need for more diversity in the wealth management industry.

“Fidelity's efforts to become a more diverse company has everything to do with how we are showing up for our customers. Today's consumers, suppliers and businesses represent diverse backgrounds, experiences and values. As a customer-obsessed company, our workforce must reflect that.”

Amy Philbrook

Head of Diversity & Inclusion, Fidelity Investments


Firms focused on diversity show success on several metrics.

According to our research, firms focusing on diversity of thought, skillset, and background show stronger financials, a higher-performing advisor workforce, and a more engaged and loyal employee base compared with firms not focused on diversity.1

$383K v. $335K

Gross compensation1

49% v. 32%

Overall satisfaction with current firm1

60% v. 45%

% of firms that are future-ready to connect with the next generation of clients1

86% v. 74%

% of firms experiencing growth in number of clients/household1

Diversity-focused firms
Firms not focused on diversity


Solving the Adviser Talent Shortage: Diversity & Inclusion

Perspectives on adviser diversity.

Additional Resources


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