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

"Looking at boards, leadership representation, diversity representation and other indicators can guide advisors to consider investing in companies that align with their clients’ objectives," writes Eve Ellis.

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.