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

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

1B8F8375C83B43A5A43756FC5485641E

Past performance is no guarantee of future results.

Information provided in, and presentation of, this document are for informational and educational purposes only and are not a recommendation to take any particular action, or any action at all, nor an offer or solicitation to buy or sell any securities or services presented. It is not investment advice. Fidelity does not provide legal or tax advice.

Before making any investment decisions, you should consult with your own professional advisers and take into account all of the particular facts and circumstances of your individual situation. Fidelity and its representatives may have a conflict of interest in the products or services mentioned in these materials because they have a financial interest in them, and receive compensation, directly or indirectly, in connection with the management, distribution, and /or servicing of these products or services, including Fidelity funds, certain third-party funds and products, and certain investment services.

Registered investment products (including mutual funds and ETFs) and collective investment trusts managed by Fidelity Management Trust Company (FMTC) are offered by Fidelity Distributors Company LLC (FDC LLC), a registered broker-dealer. Fidelity Institutional Asset Management (FIAM) investment management services and products are managed by the Fidelity Investments companies of FIAM LLC, a U.S. registered investment adviser, or Fidelity Institutional Asset Management Trust Company, a New Hampshire trust company. FIAM products and services may be presented by FDC LLC, a non-exclusive financial intermediary affiliated with FIAM and compensated for such services.

Before investing have your client consider the funds', variable investment products', exchange-traded products', or 529 Plans' investment objectives, risks, charges, and expenses. Contact Fidelity for a prospectus or a summary prospectus, if available, or offering statement containing this information. Have your client read it carefully.

The use of the term "advisor(s)" throughout this site shall refer to both investment advisors and broker dealers as a collective term.