14:22 PM

Financial Alliance for Racial Equity Members Drive Dialogue Diversitas

The Financial Alliance for Racial Equity (FARE) is proud to have served as a sponsor of the Diversitas Symposium on November 3rd at Akron University. Representatives of four FARE member organizations served as panelists at the event aimed at helping the financial planning profession and the wealth management industry become more inclusive through education, mentorship, and human connection.

FARE representatives participating in panel discussions included Mathias Schulenburg from M Financial, Aaron Ervin from Nationwide and Trenton Johnson from NFP, who participated in a panel discussion entitled What I Wish I Had Known: A Crash Course on What to Ask, What to Know and What to Do. During the panel they shared their best career advice, questions to ask when interviewing and why firm culture is critical.

View a replay this panel discussion

Erinn Ford from Advisor Group, another member of FARE, served a panelist during the Our Journey; Our Passion; Our Goal panel discussion, where participants shared the personal stories and experiences that got them to where they are now, the opportunities and challenges they faced along the way, and how their experiences are shaping their firm’s business strategies to support a more inclusive work environment.

View a replay of this panel discussion

FARE was formed in late 2020 when a group of leading financial services organizations, associations and historically Black colleges and universities (HBCUs) came together to focus on increasing the number of Black professionals entering the financial services industry and supporting and investing in them once there. FARE’s efforts include providing resources, scholarships training and connections to diverse students and professionals, which are important components to career success.

The FARE coalition includes Morgan StanleyM Financial GroupNFPEmployee Benefit Research InstituteHuntington BankFranklin TempletonMiami Life, Advisor Group, DCIIA, the American College of Financial Services, Capital Group and Nationwide, in partnership with six HBCUs, including Hampton UniversityHoward UniversityLincoln UniversityVirginia State UniversityVirginia Union University and Winston-Salem State University. 

FARE was recently honored with a Diversity Champion Award by Investment News and a WealthManagement.com industry award. 

View the entre Diversitas event

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