Conference consultants to track ‘man-els’ and minority representation

Amid growing sources of data tracking the demographics in wealth management, a new company is using a proprietary algorithm to track representation at industry conferences. Choir launched a certification and pledge tied to a formula with hundreds of data points to measure the visibility and participation of wealth management professionals who are from underrepresented groups — Black, Latino, minorities, women or non-binary people — at events, co-founders Sonya Dreizler and Liv Gagnon said in an interview. Read more in Financial Planning.