Wealth and Asset Management
Wealth Adviser: Working with Your Own Family Gets Tricky
It’s natural enough for a financial adviser’s relatives to become clients. But managing family members’ money–not to mention getting them to curtail spending and save more for retirement–can be even more difficult than advising clients who aren’t related. “A bad financial experience can ruin family bonds and Thanksgiving,” securities lawyer…
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Click here to read the full story: WSJ