January 6, 2021
Adviser Investments is pleased to announce that it launched its IDEA Committee speaker series In December 2020 with a presentation by Colette Phillips, one of “The 100 Most Influential People in Boston,” according to Boston magazine.
The firm’s Inclusion, Diversity and EquityThe amount of money that would be returned to shareholders if a company’s assets were sold off and all its debt repaid. at Adviser (IDEA) Committee strives to promote those eponymous qualities within our company and our industry. By means of ongoing education, awareness, open dialogue and community outreach, the IDEA Committee aims to uphold a safe and inclusive workplace, while fostering growth, reflection and best business practices in an evolving global and cultural environment.
At Adviser Investments, we strive for diversity and inclusion across our firm. We aim to embody these core values in who we hire and promote and how we interact with clients and each other. We use research and education, awareness and open dialogue, metrics and measurement, as well as ongoing community outreach, to create a safe and inclusive culture at AI while fostering progress in wealth management and the wider world.
In the first of our quarterly IDEA Committee events, Phillips engaged the Adviser Investments staff with a Zoom presentation about “The ROI of Diversity, Equity & Inclusion in a Global Economy.” She commended the firm’s leadership for its commitment to diversity and inclusion, remarking that a workforce that reflects the diversity of the marketplace is both an asset and a competitive advantage.
As Phillips noted, “Tolerance is for pain. Acceptance and respect are for human beings.” She also explained why diversity is a strength: “It makes sense in a portfolio and it makes sense in a group of people,” she said. We wholeheartedly agree.
At Adviser Investments, we know that valuing and managing a diverse workforce is not only the right way to do business, it’s also the smart way to grow the company for years and generations to come.
Stay tuned for future updates on Adviser Investments’ IDEA Committee!
Polaris Wealth Advisory Group and Adviser Investments are now under one new brand, RWA Wealth Partners.
Over the next few months, we are transitioning to a new website under our new brand. For you, this means a better experience and more access to valuable education, insights and advice. It also means you gain access to expanded wealth management solutions such as tax¹ and legal services², alternative investments and more. Explore this site for additional information on these new services and call your advisor with any questions at 833-RWA-PLAN.
¹Personalized tax advice and tax return preparation is available through a separate, written engagement agreement with RWA Tax Solutions, LLC.
²Legal services can be obtained through a separate, written engagement via our relationship with Hall & Diana, LLC