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TECHNOLOGY PROVIDERS Diversity, Equity and Inclusion
BROADRIDGE FINANCIAL SOLUTIONS, INC.
AIF® Designation Diversity
In January 2022, Broadridge formally launched an initiative to increase the accessibility of the Accredited Investment Fiduciary (AIF®) training program to minority groups. This is achieved by teaming up with like-minded industry organizations through either grants or substantial discounts. Notably, a collaboration with Envestnet and Choir provided AIF training at no cost to 100 individuals in underrepresented populations, including, women and people of color. The initiative also extended to the Broadridge 360 Advisor
Summit’s (formally the Broadridge Fi360 Solutions Conference) top 2023 sponsor which came with 50 AIF training enrollments that are to be solely gifted to minority individuals. Women in Pensions (WIPN), Chips (Changing How Individuals Prosper), and the Association for Wholesaling Diversity (AWD) were also key participants in this initiative with steep discounts on the AIF training offered to their networks.
Broadridge Financial Solutions (NYSE: BR), a global fintech leader with over $5 billion in revenues, provides the critical infrastructure that powers investing, corporate governance and communications to enable better financial lives. Broadridge delivers technology-driven solutions that drive business transformation for banks, broker-dealers, asset & wealth managers and public companies. A certified Great Place to Work®, Broadridge is part of the S&P 500® Index, employing over 14,000 associates in 21 countries.
www.broadridge.com
207 WealthManagement.com
*NOTE: Company descriptions are effective as of the date of nomination submission (February – May 2023). For updated facts and figures since that timeframe, please contact the nominated company.
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