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The update is a step forward to being more inclusive of individuals who don’t identify as male or female.
April 5 -
The systems are expected to be updated by the end of April, following calls from financial advisors on social media to make a change.
January 29 -
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.
June 8 -
While there are now 1,100 advisors who are women at the firm, they make up less than 16% of the headcount.
September 13 -
The message I heard was loud and clear: “You can’t be a financial planner because you are a masculine-presenting lesbian.”
June 24SmartPath -
The firm calls the lawsuit's claims "baseless."
June 6 -
Increasing diversity on your team can engender a greater feeling of inclusion among your client base and broaden your pool of prospects.
March 8Archer Investment Management -
Marriage equality leads PridePlanners, a group focused on aiding advisors working with LGBTQ clients, to become part of the association.
June 15 -
The fund will track an index based on a Human Rights Campaign Foundation gauge of corporate equality.
January 19 -
The funds' success at asset gathering underlines an increasing interest from retail buyers, in addition to institutional investors.
May 24