Mergers & Partnerships

OneAmerica & Broadridge Team Up To Provide Female Advisors With Fiduciary Training

Program will equip 30 women advisors to receive Accredited Investment Fiduciary (AIF®) designation

INDIANAPOLIS (March 27, 2024) — As part of a new offering from the OneAmerica FinancialSM Female Retirement Professionals Program, OneAmerica Financial and Broadridge Retirement and Workplace are collaborating to provide 30 female financial advisors the opportunity to train for and earn the Accredited Investment Fiduciary (AIF®) designation, free of charge.

Created and chaired by Sandy McCarthy, president of Retirement Services at OneAmerica Financial, the Female Retirement Professionals Program aims to engage, empower and elevate women in the financial services industry. Many of the program’s cohesive and multi-faceted offerings — with everything from proprietary research to webinars, best practice guides, thought leadership and more — are centered on findings from the team’s survey of more than 200 female financial advisors, and a corresponding whitepaper that details what McCarthy calls “the 4 Cs” — confidence, community, connection and culture — factors found to fuel success for women advisors.

“Our program goes beyond simply recognizing the importance of recruiting and retaining more women to financial services — which of course is a critical first step,” said McCarthy. “We’re looking to go deeper, though — translating our findings into action and tangibly supporting the growth of women’s careers to maximize opportunities in financial services. We’re taking the 4 Cs to heart.”

Commitment To Advancing DEI

The program’s mission struck a chord with Broadridge Retirement and Workplace as it closely aligns with the overall firm’s commitment to advance Diversity, Equity and Inclusion in the market and communities they serve.

We’re looking to go deeper, though — translating our findings into action and tangibly supporting the growth of women’s careers to maximize opportunities in financial services...

“Broadridge is proud to continue its work to minimize the gender gap in the financial advisor community by investing in training that will aid in the development and careers of women and people of color. The AIF designation will provide the advisors with valuable training that supports the 4 Cs, differentiates them and helps them deliver superior value to their clients” said Cindy Dash, Senior Vice President and General Manager, Broadridge Retirement and Workplace.

The AIF designation, ranked as one of the top ten financial certifications by U.S. News & World Report1, prepares investment professionals and those managing investments on behalf of others to carry out their fiduciary responsibilities. AIF training teaches advisors how to properly conduct due diligence and formalize an investment strategy so they can demonstrate to clients and prospects that their best interests always come first. Click here to learn more about the AIF Designation, which is part of Broadridge Retirement and Workplace’s learning and development suite of solutions.

McCarthy said she is thrilled to be able to extend this offer to women advisors — and to implement access to professional certification as an element of the Female Retirement Professionals Program.

“What Broadridge Retirement and Workplace is offering here is incredibly generous,” said McCarthy. “Together, we have the potential to have a significant impact on this group of advisors — and the clients they currently serve and will serve in the future. The impact will be exponential. It’s inspiring to see our industry colleagues joining forces to make a difference.”

 

 

 

1 10 Best Financial Certification, U.S. News & World Report
https://money.usnews.com/financial-advisors/articles/best-financial-certifications
About the OneAmerica FinancialSM Female Retirement Professionals Program
Launched in April 2021, our Female Retirement Professionals Program is built on our belief in the power of relationships. By delivering focused education and facilitating networking and relationship-building opportunities, the program aims to elevate the way female professionals show up in the retirement industry and brings to life a key OneAmerica Financial philosophy — that we can best help our industry partners grow and thrive by getting to know who they are, recognizing their strengths and understanding their challenges.
The program was envisioned and is chaired by Sandy McCarthy, president of Retirement Services at OneAmerica Financial. With over three decades of experience in the financial services industry, Sandy is passionate about continuing to advance the discussion around topics such as the importance of attracting females to the profession, and the unique value they bring to the industry and to clients. To learn more, visit our program website.
About OneAmerica FinancialSM
OneAmerica FinancialSM is a national financial services organization helping people build greater certainty for better moments, every day. The companies of OneAmerica Financial have been advancing financial security for more than 145 years, supporting millions of customers with solutions across life insurance, retirement, employee benefits and long-term care. As a people-first mutual organization, OneAmerica Financial prioritizes customers’ interests and maintains a long-term focus on both value and financial stability. For more information visit OneAmerica.com.
OneAmerica FinancialSM is the marketing name for the companies of OneAmerica Financial.​

 

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