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.
Summary
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
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