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.
Insights
Business Growth in Q2: Financial Strategies to Keep Momentum Strong
As businesses progress into the second quarter of the year, maintaining and building upon early growth requires a strategic and […]
Learn more
How Irrevocable Life Insurance Trusts Help You Stay in Control While Reducing Estate Taxes
When it comes to estate planning, most high-net-worth individuals want two things: to reduce taxes and to stay in control […]
Learn more
What are Employee Stock Ownership Plans (ESOPs)?
Employee Stock Ownership Plans (ESOPs) are a powerful tool for business owners looking to share ownership with their employees while […]
Learn more
Week in Review: April 11, 2025
Recap & Commentary Markets ended the week higher, with the S&P 500 enjoying its best week since November, following President […]
Learn more
The Rising Threat of Ransomware: How to Keep Your Digital Assets Safe
Ransomware has become one of the most dangerous cyber threats in recent years, targeting individuals, businesses, and even financial institutions. […]
Learn more
Ready to learn more?
Let’s have a conversation.
Embark on a banking experience tailored to your distinct path, focused on achieving personal and business financial prosperity.