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Research Report Summary

Closing the Diversity Gap

The Current State of Diversity & Inclusion in the U.S. Financial Services Industry

To better understand the current state of D&I initiatives within the industry and how to improve them, Discovery Data surveyed management-level financial professionals and summarized its findings in our Closing the Diversity Gap research report.

Points of Discovery:

  • Demographic Shifts | The financial advisory industry does not reflect general demographic trends in the U.S.
  • Tools & Data | 75% of users of tools and data say they meet or exceed D&I goals compared to 50% who do not.
  • Awareness | Many firms suffer from a vagueness of D&I goals and a lack of agreed success.

Complete the form to access our 2021 Closing the Diversity Gap summary.

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