Financial Planners Beware
August 8, 2020Michael Salad, Esq. | Craig Panholzer, Esq. In the world of e-mails and text messages, financial planners are often pressed to answer their clients’ questions immediately. Referrals and client retention are the lifeblood of financial planners. As a result, financial planners may unknowingly extend themselves beyond ethical and legal thresholds. This article provides […]