When Clients Divorce, So Should Advisers
August 13, 2016
First Western Trust’s Director of Wealth Planning Melissa Montgomery-Fitzsimmons writes for the Wall Street Journal about potential conflicts of interest that arise when advisers retain both spouses in a divorce – particularly in ones that are not amicable.
While retaining both spouses through the transition is perfectly doesn’t break any state regulations, the inherent conflict of interest can make this something to avoid.
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