It is during times like this that loyal professional relationships can be cemented for the long term or completely destroyed. Here is what lawyers and accountants are hearing from their clients in the wake of the coronavirus pandemic.
It was essential for state regulators to offer guidance for advisors working from home who may not be registered in their home state, according to the New Jersey Board of Securities bureau chief.
Some financial advisory firms are finding their commitment to virtual practices even more validated in the current coronavirus quarantine; for other teams, the value of a physical location is becoming more apparent by the day.
