Scott Beach was quoted in an article, "Three More Characteristics of Top-of-the-Line-Wealth Management," in Forbes Insights, published by Forbes.com. He noted that, "Questionable or unproven investment and planning strategies advocated by wealth advisors can lead to unanticipated issues and losses for their clients. While client risk tolerances vary, operating within the well-established confines of the law while avoiding grey areas where practical are critical guideposts for wealth advisors to follow when structuring a wealth management plan and protecting their clients' considerable wealth."
For the full article, click here.
Day Pitney Alert
Day Pitney Private Client Partner Dina Kapur Sanna has been recognized by Who's Who Legal as a WWL: Thought Leaders Global Elite 2023.
Day Pitney Alert
Day Pitney Press Release
Day Pitney White Collar Attorney Stan Twardy was featured in the Politifact article, "The Facts on George Santos' House Expulsion: What Happens Next?"
Day Pitney Data Privacy, Protection and Litigation practice group co-chair William Roberts and Associate Johanna Lerner authored an article titled, "New Jersey Bolsters Cybersecurity Incident Reporting Requirements," for the New Jersey Law Journal's Cybersecurity Special Section.
Copyright © 2023 Day Pitney LLP, all rights reserved.