Updated Thursday, July 24, 2014 as of 12:24 AM ET
Practice - Regulatory/Compliance
Planners Need to Be Prudent in this Litigious Era
Saturday, September 1, 2012
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Money - lots of it - is on the line, and that means "lawsuits are inevitable for financial planners," says Sheila Chesney, principal at Chesney & Co., a wealth management firm in Sheldon, S.C. Chesney knows that all too well. In recent years, a client couple with whom she thought she had "parted on good terms" have brought two actions against her.

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