For many financial advisors, an early planning conversation often includes asking clients to identify financial goals. But when clients are still emotionally weighed down by an immediate pain point – the source of their stress or uncertainty that led them to seek out their advisor in the first place – their ability to articulate meaningful … Read more
Brown Goldstein & Levy partner Eve Hill presented at the American Bar Association Business Law Section Spring Meeting, hosted April 24 to 26 in New Orleans. Her seminar, entitled, “ADA Website and Mobile Application Accessibility – Current Developments in Litigation, Legislation, and Risk Mitigation Best Practices,” drew on her deep experience on the intersections of disability rights and digital … Read more
Welcome to the April 2025 issue of the Latest News in Financial #AdvisorTech – where we look at the big news, announcements, and underlying trends and developments that are emerging in the world of technology solutions for financial advisors! This month’s edition kicks off with the news that Wealthbox has announced it is planning to … Read more
Welcome to the April 2025 issue of the Latest News in Financial #AdvisorTech – where we look at the big news, announcements, and underlying trends and developments that are emerging in the world of technology solutions for financial advisors! This month’s edition kicks off with the news that Wealthbox has announced it is planning to … Read more
Welcome to another installment of our “Beyond the Courtroom” series: a recap of recent events our attorneys have attended. From conferences and lectures to summits and symposiums, and more, the BGL team is proud to stay connected to the legal and local communities. Last week, Brown, Goldstein & Levy proudly stood up for the critical … Read more