LGBTQ

To best serve LGBTQ clients, financial advisors must understand their unique needs and challenges, from diverse household structures and retirement plans to the correct use of pronouns.

Financial advisors say that retirement planning for transgender clients can come with its own set of considerations, beyond 401(K) contributions or Monte Carlo simulations.

Christopher Stroup was a petroleum engineer before becoming a financial advisor. Now a 2024 Rising Star, he has dedicated his career to providing LGBTQ clients and entrepreneurs with quality financial advice.

Trans people come from all walks of life, including the rich. LGTBQ+ experts share how to serve them.

From securing guardianship rights from hostile family members to ensuring a safe caregiving experience, here's how advisors can help.

A new study shows LGBTQ Americans are strikingly less ready for retirement than other groups, leaving them in need of help but not sure where to find it.

These individuals have unique life experiences that shape who they are and planning for their financial goals requires an understanding of their distinct challenges, writes advisor Harry Gittelson.

How to welcome LGBTQ clients, colleagues and friends by using your pronouns

With class actions up for appeal and a daunting process facing some ex-servicemembers, the Biden administration faces tests of its commitment to equality.

A research and methodology company with a star-studded board launched the product with an eye toward advisors, retail clients and institutional investors.

The update is a step forward to being more inclusive of individuals who don’t identify as male or female.

The systems are expected to be updated by the end of April, following calls from financial advisors on social media to make a change.

A federal court decision that could be subject to appeal secured Social Security benefits for certain same-sex marriages that hadn't previously been eligible.

While there are now 1,100 advisors who are women at the firm, they make up less than 16% of the headcount.

The message I heard was loud and clear: “You can’t be a financial planner because you are a masculine-presenting lesbian.”

The firm calls the lawsuit's claims "baseless."

Increasing diversity on your team can engender a greater feeling of inclusion among your client base and broaden your pool of prospects.

Marriage equality leads PridePlanners, a group focused on aiding advisors working with LGBTQ clients, to become part of the association.

The fund will track an index based on a Human Rights Campaign Foundation gauge of corporate equality.

The funds' success at asset gathering underlines an increasing interest from retail buyers, in addition to institutional investors.