Diversitas

Thank you to our sponsors and partners— Charles Schwab, BNY Mellon, Cetera Financial Group, Financial Alliance for Racial Equity (FARE), Cambridge Investment Research, Inc., Capital Group, BLX Internship Program, CFP Board, Amplified Planning, and Broadridge. We also extend our gratitude to our speakers— Barry Mulholland, PhD, CFP®, ChFC®, Kate Healy, Luis Rosa, Miaya Seisay, Kimberly Rountree, Colleen Bell, and Emmanuel Dickson. And, most importantly, thank you to our entire Diversitas community and The University of Akron. What we’ve achieved over the past few years wouldn’t have been possible without your support. A special thanks to our incredible Director, Carina Diamond, for all the outstanding work she’s contributed to Diversitas this year and since our inception, as well as our founder, Dr.Barry Mulholland, PhD, CFP®, ChFC®. We’re grateful to each of you for championing our mission to #diversify the #wealthmanagement industry and for your commitment to sharing insights on how the #nextgeneration can get involved. If you missed our final Best of Diversitas Forum, be sure to check out the recording, featuring valuable insights from #industry experts covering every facet of the #financial world. Whether you’re a #student or a #careerinfluencer, this is an excellent opportunity to gain knowledge and guidance to prepare for the next steps in your #career. Click the link here to view the recording: https://loom.ly/D_nGpfs

Tomorrow, November 12th, marks not only the final Diversitas Forum but also the last event Diversitas will host. We are immensely grateful for the support of The University of Akron, our Akron community, and all of our Partner Universities. Although this chapter of Diversitas is closing, our commitment to #diversifying the #financialplanning #industry will continue. While our events and social media postings will wrap up later this month, our website will remain live, offering resources on #internships, recordings from past Forums and Symposiums, and information about our incredible #sponsors who help share our message. Join us for the virtual "Best of Diversitas" Forum tomorrow from 1-2 PM ET to gain insights from #wealthmanagement industry experts. Secure your spot now! https://loom.ly/Bh3ugD0

🌟 We’re thrilled to share that our Partner University, ASU - W. P. Carey School of Business, has released groundbreaking #research showcasing the incredible economic impact of the U.S. #Latino community! With a young, dynamic workforce driving growth across industries like retail and manufacturing, this report shows how #diversity is fueling our economy’s future. 🌎✨ Interested in creating impactful research like this? Join the #FinancialPlanning program at your school to be part of this vital work. Discover more about ASU’s findings in our Instagram bio @DiversitasFP! 📅 And don’t miss a chance to dive deeper into discussions on diversity and inclusion at our Final Diversitas Forum: The Best of Diversitas, happening on November 12 from 1-2 PM ET. Save your spot at this free virtual event here: https://loom.ly/Bh3ugD0

We hope you had a fantastic Halloween! 🎃 Recently, our Director, Carina Diamond, was a guest on the BLX Internship Program Diversity in Action™ podcast. Hosted by Luis Rosa and Shawn Tydlaska, CFP®, MBA, Carina discusses the importance of #educating people about the variety of roles within the #financialservices industry and emphasizes the need for greater #diversity throughout the field. To learn why you don’t need to be a math whiz to thrive in #wealthmanagement, listen to the full episode here: https://loom.ly/bjAjiwU

Announcing the Final Diversitas Forum Join us for the final Diversitas Forum, celebrating “The Best of Diversitas,” happening virtually on November 12th from 1-2 pm ET. It’s been an amazing journey, and while it’s bittersweet to say goodbye, we’re excited to gather #industryexperts one last time to share their knowledge with students and career changers. A huge thank you to The University of Akron, our sponsors, and everyone who’s spoken at or attended our events. Your support made it all possible! Though this is our last event, Diversitas’ mission will continue through the resources available on our website. Keep using and sharing them to drive the conversation around #diversity in #financialservices. #CareerInsights Join us for the grand finale by securing your spot today: https://loom.ly/Bh3ugD0

Go Dana L. Wilson, MBA, Go! Love that you’re running for #diversity! You’re a #champ!

The NYC Marathon is on Sunday, November 3rd! This iconic race spans all five boroughs of #NYC and is one of the largest #marathons in the world. It’s dedicated to helping #nonprofits make a positive impact through running and fitness, with runners gaining entry by fundraising for #charitableorganizations. This year, we’re excited to cheer on Dana L. Wilson, MBA, the CEO & Founder of CHIP (Changing How Individuals Prosper), an organization that connects companies, individuals, and small businesses with #financial teams tailored to their #diverse needs. Dana is running the #NYCMarathon in support of five #DEI-focused nonprofit organizations, including Diversitas! We want to give a huge shout-out to Dana for championing the mission of Diversitas, and we wish her the best of luck in the race! If you’re in New York, be sure to cheer her on, and don’t forget to use the link to donate: https://loom.ly/O2--plY

As #technology continues to transform every industry, the #financialindustry is evolving to leverage these advancements, ensuring clients receive the best care, insights, and results. During our second panel at the #technology and #wealthmanagement Forum, our expert front-of-house speakers shared how financial advisors use cutting-edge tools to achieve clients' goals. A huge thank you to Eric Pascarella, CFP®, CPA, PFS, AIF®, Advisor at Cetera Advisors LLC, Farayi Chimbangu, Director and Head of Business Development at BNY Mellon | Pershing X, Page Arlington, Technology Consultant at Schwab Advisor Services, and Jim Monner, Senior Director of Technology & Solutions at RBC Wealth Management and Financial Alliance for Racial Equity (FARE), for their valuable insights! 👏 Missed it? Catch the full panel recording along with our back-of-house discussion here: https://loom.ly/kP6ogo0

If back-office roles like recruiting and marketing are more your style, don’t miss the insights from our Supporting Roles: Behind the Scenes in #Technology and #WealthManagement panel! Kristen Nelson, PMP, the RIA Sales Executive at Capital Group, Michael Lewis, the CIO at BNY Pershing Engineering, Ladan Mirzadeh the Head of Advisor Marketing at Cetera Financial Group, and Valarie Vest the EVP & Chief Experience Officer at Cambridge Investment Research, Inc. shared how these critical roles are evolving with technology and why they’re more essential than ever. A huge thank you to everyone who attended our Forum last week! If you missed the panel, don’t worry—we’ve got you covered. The full recording is now available on our website: https://loom.ly/gdboWqQ

🚨 TOMORROW 🚨 is our #technology and #wealthmanagement Forum! Join us virtually from 1-2 pm ET for an hour packed with insights from top #financialplanning pros as they share how #tech is transforming #financialplanning —both client-facing and behind the scenes. The best part? It’s free and open to everyone! Don’t miss out—secure your spot now before it’s too late! By clicking the link! https://loom.ly/WUeVjw4