When a Couple Divorces, Their Financial Advisor May Have to Sever Ties as Well

According to CFP Board’s Divorce Guide: Navigating Divorce and Other Conflicts With Married Clients, financial planners can face conflicts of interest when couples divorce and their financial priorities diverge. CFP Board CEO Kevin R. Keller, CAE says advisors must have a clear plan to act in each client’s best interests, and the guide outlines how to protect assets, avoid bias and determine when to end joint relationships.

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