University of Akron Diversitas Announces Fifth Annual Diversity Symposium on Financial Planning

As students ponder where to bring their talents to use after graduation, we hope Diversitas highlights the opportunities available to them in the wealth management industry.

The University of Akron’s College of Business (CoB) today announced details of its fifth annual Diversitas symposium. The event serves as a forum for wealth management veterans and emerging talent to discuss opportunities for next generation advisors in the financial planning industry. The organization is committed to bringing age, gender, and racial diversity to the financial planning and wealth management industry in order to ensure a brighter future for the industry and the clients it serves. The event is free and will take place virtually on November 3, 2021 from 12:00 p.m. to 3:00 p.m. ET with local breakout sessions in conjunction with the national part.

“The wealth management industry is reaching a turning point – more and more people are in need of financial advice as the majority of financial advisors near retirement age,” said Barry Mulholland, Ph.D., chief organizer of Diversitas and director of the CoB’s financial planning program. . “We hope Diversitas will highlight the opportunities available to them in the wealth management industry as students consider where they can bring their talents to life after they graduate. Our goal is to demystify the industry and show people of all skin colors, beliefs and orientations the differences that they can make with a career in financial advisory. “

The Diversitas Symposium is a gathering of wealth management industry executives, career influencers, and undergraduate, graduate and postgraduate students to discuss the evolving financial services industry. The symposium was moved to a virtual format last year due to the ongoing pandemic. The event will feature virtual panel discussions and breakout sessions that will allow attendees to network and engage with the challenges and opportunities in the wealth management industry.

Speakers include some of the financial services industry’s foremost thought leaders and advocates, including Chief Experience Officer at Dakota Wealth Management, Carina Diamond; Kate Healy, director of financial services and DEI advocate; McKay Wealth Management owner, Lindsey McKay; CEO of Suzanne Siracuse Consulting, LLC, Suzanne Siracuse; Executive Vice President and Chief Fiduciary Service Officer at Cambridge Investment Research, Colleen Bell; Managing Director and Senior Managing Counsel at BNY Mellon | Pershing, Tonia Bottoms and Executive Vice President, Advisor Engagement at Advisor Group, Erinn Ford. Diversitas is sponsored by the Financial Alliance for Racial Equity (FARE), Advisor Group, BNY Mellon | Pershing, Cambridge Investment Research, Cetera Financial Group and Schwab Asset Management.

In addition to the University of Akron, partner universities include financial planning programs at leading programs in the United States, such as California Lutheran University; California State University Northridge; Edinboro University of Pennsylvania; Kansas State University; Minnesota State University, Mankato; Ohio State University; Olivet College; Prairie View A&M University; Texas A&M University; Texas Tech University; University of Georgia; University of Illinois Urbana-Champaign; University of Maryland Global Campus; the University of Texas Rio Grande Valley; and Virginia Tech University to name a few. A list of all partner universities can be found on the Diversitas website.

“We are incredibly excited to have such great sponsors and partner universities working with us this year – these organizations are instrumental in our mission to expand the diversity of financial services nationwide,” said Dr. Susan Hanlon, Interim Dean of the College of Business. We are confident that our message will resonate across the industry. Asset management firms are working to hire talented young people for the clients of the future, and events like the Diversitas Symposium are helping these students reach out and show them the career opportunities that are waiting for them in the financial services industry. “

Diversitas receives national recognition for the organization’s efforts to promote diversity and inclusion in the financial services industry. To this end, the organization was recently inducted into first class of the ThinkAdvisor Luminaries Award in the Diversity and Inclusion category. This award is dedicated to companies and organizations that meaningfully welcome and earnestly seek to involve people of different races, genders, ages, religions, disabilities and sexual orientations through creative and effective programs in their organizations and communities.

For more information or to register for Diversitas, please click here. Professionals can also join the discussion on social media by following Diversitas (@Diversitasfp) on Facebook, LinkedIn and Twitter and using the hashtag #diversitasFP.

About Diversitas

Diversitas is an organization led by the University of Akron’s College of Business that focuses on making the financial planning profession and wealth management industries more inclusive through education, mentoring, and human connections. Diversitas runs local and nationwide events to attract underrepresented groups to the financial advisory profession and industry by lowering key barriers to entry – lack of education, understanding and awareness.

Further information on Diversitas can be found at: diversitasfp.org.

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