Recruiting Talent

Presentation: Why tomorrow’s top RIA firms pursue gender diversity today

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Why tomorrow's top RIA firms pursue gender diversity today

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1. "Fortune 500 Women Executive Officers and Top Earners," 2013 Catalyst Census, December 2013. 
2. Independent Advisor Outlook Study, conducted for Schwab Advisor Services by Koski Research, June 2015. 
3. "Women and Financial Advising Careers: Perspectives and Priorities," Insured Retirement Institute, 2013. 
4. Independent Advisor Outlook Study, conducted for Charles Schwab by Koski Research, April 2012. 
5. Center for Talent Innovation, "Harnessing the Power of the Purse," May 2014. 
6. "Boutique Financial Firms Have an Edge with Women Investors," INC.com, retrieved October 2014.

The RIA Talent Advantage® Program supports advisors with tools, resources, and networking opportunities to attract, develop, and retain diverse talent to serve investors. 

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