U.S.-based financial planner Hui-chin Chen was in Saint Lucia, where her husband was stationed for work, when the pandemic locked down the country, stranding her abroad. That may seem ideal, but it adds complications as she struggles to stay sane...
While you may feel confident with cybersecurity in the office, home is likely less secure by default.
If states don't adopt the rule on a uniform basis, it could create a patchwork of requirements that investment advisor reps have to deal with.
We need to see hands raised, not hands out.
Practicing remotely has been a challenge for some.
