Post-DOMA’s Demise, Prepping Your Practice to Meet the Needs of Same-Sex Couples
In part two of our series, assessing the unique advice needs of these couples and presenting the best tax, estate and retirement planning strategies.
10 Wealth Planning Tips for a Post-DOMA World: Aspiriant
Aspiriant LLC has provided this checklist to help the RIA's 40-plus advisors nationwide re-set the clock with clients whose lives will change as a result of DOMA’s repeal.
The Modern Family Advisor: What the Repeal of DOMA Could Mean for Clients and Your Practice
The legal and financial world has been changed for same-sex couples, and the implications for advisors in guiding those couples are nearly as dramatic.
High Court Bolsters Gay Marriage, but Financial Planning Hurdles Remain
While financial planning for same-sex married couples just got easier with the Supreme Court’s overturning of the Defense of Marriage Act on Wednesday, advisors and attorneys say lots of same-sex financial planning issues remain unresolved.
Advisors Missing Opportunities Presented by the ‘New Modern’ Family
Pershing study released at Pershing Insite conference finds misalignments between what advisors perceive to be their natural client base and the actual affluent population.
Morgan Stanley Initiative To Focus on Financial Planning for LGBT Clientele
Morgan Stanley launches program to provide wealth planning, business development and marketing resources for LGBT clients.
LGBT Investors, Despite Obstacles, Confident About Retirement Prospects
Lesbian, gay, bisexual and transgender investors face several unique challenges in preparing for retirement, including those stemming from a lack of federal marriage and inheritance rights.
A Link Into the Prosperous Gay Community: Dot429
Advisors can meet professional lesbian, gay, bisexual and transgendered folks through a networking site called dot429