Publication date: May, 2022

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Women make up over a third of private wealth advisors in the United States, while people of color account for a fifth of advisors. And yet, the Forbes America’s Top Wealth Advisors List fails to reflect this diversity. Instead, 84% of the ranked advisors on the 2021 list are white men. Our new White Paper investigates SHOOK Research’s methodology responsible for Forbes’ lists, and questions its ability to recognize the hard work and success of diverse wealth management advisors.



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