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.