Diversitas

UPCOMING EVENT - DIVERSITAS SYMPOSIUM - NOVEMBER 3, 2021

Building a More Inclusive Tomorrow

About Diversitas

Diversitas aims to make the financial planning profession and the wealth management industry more inclusive through education, mentorship, and human connection. We seek to expand the participation of underrepresented groups in the profession and the industry by mitigating the leading barriers to entry – a lack of education, understanding and awareness.

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Individuals Attended

Resources

Partner Universities

Corporate Sponsors

Events

We hold virtual and in-person financial planning and wealth management events throughout the year to share research and improve professional opportunities for all genders, races, and cultures.

Resource Library

The Diversitas resource library includes videos, articles, and research. To access the content, please submit your contact information.

PartnerU

Understanding the importance of diversity in both the workplace and in the classroom, our Partner Universities are helping to nurture a more inclusive future.

Latest News

Nov

2021

Diversitas: A Growing Wealth Management Conference Centered on Diversity and Inclusion

Diversitas: A Growing Wealth Management Conference Centered on Diversity and Inclusion by Michael Thrasher Students, academics, guidance counselors, and financial advisors are gathering November 3 for the University of Akron’s fifth annual symposium created to make the wealth management industry more inclusive. Wealth management conferences have faced criticism for having panels of speakers that are dominated by white [...]

Nov

2021

News 5 Cleveland Highlights Diversitas 2021

News 5 Cleveland Highlights Diversitas 2021 News 5 Cleveland spoke with Carina Diamond of Dakota Wealth Management and Dr. Barry Mulholland from the University of Akron about the upcoming Diversitas event. View the video above or click here. RECENT POSTS Diversitas: A Growing Wealth Management Conference Centered on Diversity and Inclusion November 3, 2021 News [...]