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As Covid cancels industry events, advisers weigh risks of attending what's left

As Covid cancels industry events, advisers weigh risks of attending what's left
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How Advisors Can Help LGBTQ Clients With Planning

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Editors Note: This column is part three of our series on the intersection of financial advice and different cultures, historical backgrounds and identities. Morningstar Office clients can find more Morningstar DEI research and commentary here.
Because I focus on financial planning for the LGBTQ community, I often get the question, “what makes LGBTQ planning different?’”
Behind this question, there may be the thought that it has been almost six years since
Obergefell v. Hodges made marriage equality the law of the land. Additionally, last summer the U.S. Supreme Court ruled that employers couldn’t discriminate against their LGBTQ employees. So, everyone is pretty much on equal footing, right? Not quite. ....

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What Kind of Financial Advisor Do You Need?

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January 12, 2021 9:16 AM
Kat Tretina - Forbes Advisor
Posted:
Updated:
January 14, 2021 8:59 AM
Hiring a financial advisor is a great way to help you manage your money, set financial goals and plan for retirement. But if you’re just beginning your search for a financial adviser, you may need some help sorting through the variety of different professional titles used by different advisors. Let’s take a look at the most common types of advisor and what they can do for you.
What Is an Investment Advisor?
An investment advisor is a company or an individual who provides clients with investing advice and manages their investment portfolios. Whether you’re just starting out with a modest amount of money or you’ve already built up a six- or seven-figure portfolio balance, an investment advisor can help you choose the right securities and then manage them for you. ....

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