Perspective

A path to sustainable diversity & inclusion

Fidelity speaks to experts about a model for progress.

Key Takeaways
  • As intensity in the conversation around diversity and inclusion (D&I) grew, Fidelity heard the challenge from wealth management firms: “How can we move toward real and sustainable diversity and inclusion in our firms, our industry, and our communities?”
  • Fidelity conducted research, both within and beyond the financial services industry, to develop a model for wealth management firms to assess their efforts and identify a path toward enduring change.
  • In this paper we introduce the model and its assessment tool, and we share our conversation with leading professionals about the challenges, nuances, and opportunities that the quest for sustainable diversity and inclusion can bring.
Get the full white paper
A Path to Sustainable Diversity and Inclusion
Download PDF
Explore more on:
Business strategy Diversity & inclusion
Next steps to consider

Practice Management

Let our proprietary research, industry expertise, and commitment to innovation help transform your practice into a future-ready firm.

Learn more

RIA Staffing Calculator

See how your staffing levels stack up against competitors: use our Calculator to understand your potential optimal capacity.

Learn more

1144849.1
A7A301B47D7145D094E8F2B2271A2237