#FinancialAdvisors

Bi SasquatchBiSasquatch@c.im
2025-06-13

Investment News
"According to a study from wealth management consultant Alpha FMC titled, “Why LGBTQ+ Finance Is the Next Frontier in Wealth Management,” recent data estimates global LGBTQ+ purchasing power is approximately $4.7 trillion. In the U.S. alone, the community wields an estimated $1.4 trillion in annual spending power, the study said.

"Yet despite this economic influence, the Alpha FMC report says most wealth management firms lack inclusive offerings in foundational areas such as estate and legacy planning, retirement readiness tools, and support for family-building expenses such as adoption, IVF, and surrogacy."

#LGBTQ #LGBTQIA
#FinancialAdvisors #WealthManagement #EstatePlanning

investmentnews.com/practice-ma

G2web TexasG2web
2025-05-14
Yonhap Infomax Newsinfomaxkorea
2025-02-16

Financial advisors remain skeptical of cryptocurrencies despite market boom, citing fiduciary duty concerns and high volatility risks, while some see potential in the maturing market.

en.infomaxai.com/news/articleV

2024-03-01

Ontario regulator launches consumer tool to verify financial adviser credentials
Ontario's financial services regulator is making it easier for consumers to verify the credentials of financial advisers and financial planners.
#globalnews #Canada #financialadvisors #FinancialServicesRegulatoryAuthorityofOntario #Ontario
globalnews.ca/news/10328689/on

Ontario regulator launches consumer tool to verify financial adviser credentials
Ontario's financial services regulator is making it easier for consumers to verify the credentials of financial advisers and financial planners.
#globalnews #Canada #financialadvisors #FinancialServicesRegulatoryAuthorityofOntario #Ontario
globalnews.ca/news/10328689/on

2024-03-01

Ontario regulator launches consumer tool to verify financial adviser credentials
Ontario's financial services regulator is making it easier for consumers to verify the credentials of financial advisers and financial planners.
#globalnews #Canada #financialadvisors #FinancialServicesRegulatoryAuthorityofOntario #Ontario
globalnews.ca/news/10328689/on

2024-03-01

Ontario regulator launches consumer tool to verify financial adviser credentials
Ontario's financial services regulator is making it easier for consumers to verify the credentials of financial advisers and financial planners.
#globalnews #Canada #financialadvisors #FinancialServicesRegulatoryAuthorityofOntario #Ontario
globalnews.ca/news/10328689/on

2024-03-01

Ontario regulator launches consumer tool to verify financial adviser credentials
Ontario's financial services regulator is making it easier for consumers to verify the credentials of financial advisers and financial planners.
#globalnews #Canada #financialadvisors #FinancialServicesRegulatoryAuthorityofOntario #Ontario
globalnews.ca/news/10328689/on

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