LGBTQ Loyalty Holdings, a West Hollywood, California-based financial methodology and data company, has launched an exchange-traded fund tracking an index of U.S. large-cap stocks whose issuers “have demonstrated a commitment to LGBTQ diversity and inclusion,” the company said in a release.
The fund, the LGBTQ + ESG100 ETF, is listed on Nasdaq. It tracks the LGBTQ100 ESG Index, which identifies the 100 corporations that are most closely aligned with the LGBTQ community across America.
The index is the first to incorporate LGBTQ community survey data into its methodology, according to Loyalty Preference Index, a subsidiary of LGBTQ Loyalty Holdings.
“Seeing the trading symbol ‘LGBT’ listed on Nasdaq is truly historic,” Martina Navratilova, a member of the LGBTQ Loyalty board of directors, said in a press release.
Salespeople at the firm often went beyond the matching algorithm to recommend network advisors on its Zoe Wealth platform, according to the regulator.
The Protect College Sports Act would cap school payments and codify NIL rights, with implications for advisors guiding young athletes.
"I know the number that I want to be able to retire on, and now I just want out," says Wilmington Trust's Marguerite Weese, describing a common refrain among business-owner clients.
Bessemer and Brown Brothers Harriman veteran Robert Ludricks III and private markets specialist Olof Akesson join the ultra-high-net-worth push on the East Coast.
765 investors were promised 260% annual returns on truck leases
As AI makes financial information more accessible than ever, Lana Hock explains why human judgment, trust, and empathy remain the qualities clients value most in a financial advisor
Northern Trust’s Ken Lassner shows advisors how to convert volatility into after-tax portfolio gains
