An Annapolis, Md.-based financial advisor faces allegations that he fired a female employee because she was pregnant, according to claims by the American Civil Liberties Union of Maryland. The group alleges Michael Chartos, an advisor with in...
Since leaving my law practice to join Gresham Partners, like many advisors, I am often asked for referrals to estate planning attorneys and for assistance in evaluating them. This is a fairly complicated request and there are many variables to...
An advisor’s firsthand account of what it feels like to lose a dear client in the worst possible sense—death—and then watch their family abandon over a decade’s worth of thoughtful financial work by choosing another advisor thereafter.
