
Black History Month 2024
Throughout February, we celebrated the remarkable achievements of Black trailblazers within the financial services industry. Their contributions continue to pave the way for a more diverse and inclusive future for the next generation of leaders.

Women’s History Month 2024
This March, let’s turn our attention to the remarkable women who’ve broken barriers and paved paths for future leaders. Through our platforms, we’ll amplify their stories, recognizing their vital role in shaping our industry’s landscape.
Testimonials
Testimonials from our clients highlight their satisfaction and success with our comprehensive wealth management services.


Creating an authentically inclusive and equitable business community requires tackling the root causes of systemic racism and a team effort. Talk alone is not enough. We need corporations to put their money where their mouths are and invest resources into student scholarships, faculty training and research at HBCUs, which have been the guiding light for the advancement of African Americans for centuries. No corporation or university can go it alone. That’s why Hampton University is encouraged to be partnering with the financial industry and fellow HBCUs to launch FARE. The opportunity for our students will be immediate, while our partner firms take another meaningful step towards a truly inclusive corporate America.

IRI is embedding DEI principles in all that we are doing and engaging in deep, active partnerships with key organizations, like FARE, to move our industry forward. Shani Armon, IRI’s Chief Membership & Marketing Officer, had willingness to step up and accept a leadership role on FARE’s board of directors is a testament to her passion and IRI’s commitment to this critical mission.

Financial services and financial understanding is key. [We’re in a] fast-moving economy and financial services are becoming more and more enhanced with technology. So for me it’s about having that knowledge now and understanding how I can use that for my own needs, how to grow and protect my wealth, how to grow and protect clients’ wealth.

We have made progress in making our industry a more attractive place for women to grow and thrive as financial advisors, but we still have a lot of work to do to make it more inclusive for Black, Indigenous and People of Color.