In a remote hearing before the U.S. Court of Appeals for the Second Circuit, XYPN attorneys argued the proposal would cause financial harm to financial planners.
“We are playing a ton of golf with our clients these days since it allows us to socially distance from our clients while also spending time with them.”
The juggle is real—especially in lockdown. Three mothers at financial advisory firms open up about the pitfalls and perils of working from home with kids.
