Print
Industry e-Alerts
Stay up to date with industry trends.
If you would like to receive regular updates about the hot issues and topics that top financial advisors are talking about and dealing with, click on the icon below to subscribe to the RSS Feed or contact Valerie Kriss at valeriek@acaplanners.org to be added to our e-mail list.
Below are some of the recent e-Alert topics.
All news
Advise one spouse only?
October 01, 2009
In situations where a client requests advice about assets that are kept separate from their spouse, is it in the advisor or client’s best interest to do so? Before an advisor agrees to this type of relationship it may be beneficial to have a group meeting with both spouses to determine their expectations and even have both parties sign an agreement. Consequently, the group meeting may also be beneficial for the clients to help open the lines of communication about their finances and possibly form a united strategy.
