Diversity and Inclusion in the Advisory Profession




Gaining Perspective show

Summary: According to a recent report by the consulting firm Cerulli and Associates, women make up only 16% of financial advisors. Sheryl Garrett and I explore the issues around diversity and inclusion in the advisory profession. With an aging population of advisors due to retire in the next decade or two, what will the next generation of leadership among advisors look like? And what can be done to provide better career path options for women and minorities?