Annie McQuilken, a fee-only planner and principal at Forever Financial Advisors in Fairport, N.Y., knew that a client was looking for a house to buy. Still, she was a little surprised when she received a message, sent from the client’s email account, asking her to wire money directly to the seller for a closing scheduled for the next day.

“Even though I knew this client was house hunting and it wasn’t unusual to communicate with her via email, I was surprised that she would get to the closing without talking to me,” McQuilken says. “Part of me was annoyed that she hadn’t given me more notice.” 

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