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“The No. 1 No-No When Dealing With Divorcing Clients,” Financial Advisor Magazine

In an article published July 19 by Financial Advisor Magazine, wealth advisor Terri Munro offers insight into advising clients during a divorce. She emphasizes the importance of having proactive conversations with clients on their financial planning desires, updating beneficiaries and asset titling accordingly, and discussing the potential consequences of transferring assets into joint ownership should a couple separate. “Indeed, anything that helps the family reach a speedy resolution is desirable to save on costs and heartache,” says Munro. You may access the full article here.