When it comes to financial planning, no two clients are the same. Financial advisors say that’s…
Tag: LGBTQ
5 lessons for retirement planning with transgender clients
Retirement planning with clients is never simply about the numbers, advisors say. That’s equally the case…
How Advisors Can Better Serve the LGBTQ+ Community
The LGBTQ+ community in the U.S. represents a growing economic force, with an estimated $1.4 trillion…