The State of U.S. Financial Advisor Diversity & Inclusion
April 1, 2021
Women and Black, Indigenous, and People of Color (BIPOC) remain underrepresented among financial advisors.
Marina specializes in retail financial advisor trends across affiliation models. She is a member of the Intermediary practice, where she leads research for two annual reports. She also contributes to The Cerulli Edge series and generates quantitative analysis to support strategic consulting engagements.
Prior to joining Cerulli Associates, Marina was at Baystate Financial. In her role, she managed the pre-sales process for a financial planning practice, facilitated case design, and helped implement individualized client strategies.
Full biography here.
Women and Black, Indigenous, and People of Color (BIPOC) remain underrepresented among financial advisors. Our financial advisor market sizing finds women represent 18.1% of advisor headcount; Black or African Americans, 2.9%; Hispanic or Latino, 5.1%; and Asians, 4.3%. Learn about the issues underpinning racial and gender inequality and how to address them with Cerulli’s Marina Shtyrkov.
This presentation addresses:
- The state of advisor diversity
- Barriers to entry and success for women and BIPOC
- Strategies for achieving equality
- Untapped opportunities
Access the Recording
Submit your information below to access the recording.