The Critical Role of Early Insight Programs in Wealth Management
Date of Award
Spring 5-2026
Degree Name
Bachelor of Science (BS)
Advisor(s)
Kevin Jackson
Abstract
The problem is that wealth management is predominantly white and male, despite efforts to diversify the industry. This paper will synthesize existing literature on early insight programs and connect them to the wealth management field. The process was conducted through a systematic literature review, but original interviews and publicizing statistics on the benefits of diverse teams would be highly beneficial. There were three main research questions guiding the study: How do early insight programs influence underrepresented students' industry knowledge, professional network development, and job placement in wealth management? What structural features of early insight programs are most strongly associated with participant success? How does corporate DEI retreatment affect program availability and efficiency, and what strategies can sustain diversity initiatives in the current political climate? The key findings are that conversion programs are the most important, programs work, and DEI rollbacks are harmful. My contribution fills a gap by creating a study that links early insight programs specifically to wealth management outcomes, and by offering four concrete recommendations for firms and universities.
Recommended Citation
Kufuor, Salome, "The Critical Role of Early Insight Programs in Wealth Management" (2026). Gabelli School of Business Honors Thesis Collection. 168.
https://research.library.fordham.edu/gabelli_thesis/168
