PLANADVISER - January/February 2022 - 10

trends
The news that drives the retirement
plan adviser industry
Taking Action for Change
The events of the
past few years
have helped
supercharge efforts
to address the
longstanding and
concerning lack
of diversity and
inclusion in the
financial services
industry
IN JUNE 2019, Mercer published an in-depth
study titled " Bridging the Diversity Gap, "
in which its experts analyzed the question
of how to build better African American
and Latino talent pipelines for the financial
services industry.
The analysis was conducted in partnership
with the Financial Services Pipeline
(FSP) Initiative, an advocacy organization
founded by Chicago financial institutions
concerned that the representation of
African American and Latino professionals
within the industry had failed to improve
over the previous five years, despite the
companies' diversity and inclusion efforts.
Understanding
that the lack of
diversity could negatively affect the
competitiveness-and equity-of the
Chicago region, they decided to take
collective action.
The economic, and social, outlook has
changed drastically relative to the FPS'
perspective three years ago June. There
has been a significant shift in baseline
conditions
in which the U.S.
financial
services system operates, which raises the
question of whether the FSP's relatively
pessimistic projections about the future
of diversity and inclusion in financial
services could turn out overblown.
Dawn Harris, director of diversity
and inclusion for the Certified Financial
Planner (CFP) Board's Center for Financial
Planning, says there is simply no question
that the events of the past two years
have caused a fundamental rethinking
within the industry as to the importance
of improving diversity and inclusion.
Harris also points to an emerging
industrywide acknowledgement of a point
10 | planadviser.com January-February 2022 Art by Karlotta Freier

http://www.planadviser.com

PLANADVISER - January/February 2022

Table of Contents for the Digital Edition of PLANADVISER - January/February 2022

The Virtual Reality
Getting to Yes
A Share of the Wealth
The Full View
Life Happens
An Objectivity Lesson
Best Execution Standard
PLANADVISER - January/February 2022 - Cover1
PLANADVISER - January/February 2022 - Cover2
PLANADVISER - January/February 2022 - 1
PLANADVISER - January/February 2022 - 2
PLANADVISER - January/February 2022 - 3
PLANADVISER - January/February 2022 - 4
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PLANADVISER - January/February 2022 - 9
PLANADVISER - January/February 2022 - 10
PLANADVISER - January/February 2022 - 11
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PLANADVISER - January/February 2022 - 14
PLANADVISER - January/February 2022 - 15
PLANADVISER - January/February 2022 - 16
PLANADVISER - January/February 2022 - 17
PLANADVISER - January/February 2022 - The Virtual Reality
PLANADVISER - January/February 2022 - 19
PLANADVISER - January/February 2022 - 20
PLANADVISER - January/February 2022 - 21
PLANADVISER - January/February 2022 - 22
PLANADVISER - January/February 2022 - 23
PLANADVISER - January/February 2022 - Getting to Yes
PLANADVISER - January/February 2022 - 25
PLANADVISER - January/February 2022 - 26
PLANADVISER - January/February 2022 - 27
PLANADVISER - January/February 2022 - A Share of the Wealth
PLANADVISER - January/February 2022 - 29
PLANADVISER - January/February 2022 - 30
PLANADVISER - January/February 2022 - 31
PLANADVISER - January/February 2022 - The Full View
PLANADVISER - January/February 2022 - 33
PLANADVISER - January/February 2022 - 34
PLANADVISER - January/February 2022 - 35
PLANADVISER - January/February 2022 - Life Happens
PLANADVISER - January/February 2022 - 37
PLANADVISER - January/February 2022 - An Objectivity Lesson
PLANADVISER - January/February 2022 - Best Execution Standard
PLANADVISER - January/February 2022 - 40
PLANADVISER - January/February 2022 - Cover3
PLANADVISER - January/February 2022 - Cover4
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https://www.planadviserdigital.com/planadviser/september_october_2021
https://www.planadviserdigital.com/planadviser/july_august_2021
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https://www.planadviserdigital.com/planadviser/november_december_2020
https://www.planadviserdigital.com/planadviser/september_october_2020
https://www.planadviserdigital.com/planadviser/july_august_2020
https://www.planadviserdigital.com/planadviser/may_june_2020
https://www.planadviserdigital.com/planadviser/march_april_2020
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https://www.planadviserdigital.com/planadviser/november_december_2019
https://www.planadviserdigital.com/planadviser/september_october_2019
https://www.planadviserdigital.com/planadviser/july_august_2019
https://www.planadviserdigital.com/planadviser/may_june_2019
https://www.planadviserdigital.com/planadviser/march_april_2019
https://www.planadviserdigital.com/planadviser/january_february_2019
https://www.planadviserdigital.com/planadviser/november_december_2018
https://www.planadviserdigital.com/planadviser/september_october_2018
https://www.planadviserdigital.com/planadviser/july_august_2018
https://www.planadviserdigital.com/planadviser/may_june_2018
https://www.planadviserdigital.com/planadviser/march_april_2018
https://www.planadviserdigital.com/planadviser/january_february_2018
https://www.planadviserdigital.com/planadviser/november_december_2017
https://www.planadviserdigital.com/planadviser/september_october_2017
https://www.planadviserdigital.com/planadviser/july_august_2017
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