Private Client
Attorney Chrisotopher Suh Joins The Wagner Law Group
COVID-19 Resource Center
Below is a collection of vital COVID-19 resources that we have assembled to assist during this difficult time: ANNOUNCEMENTS The Wagner Law Group Creates COVID-19 Rapid Response Team and Resource Center - March 31, 2020 The Wagner Law Group's COVID-19 Commitment The...
The Wagner Law Group Announces New Florida Estate Planning Resources
Attorney Jay Beskin Joins The Wagner Law Group
More Investors Qualify to Purchase Unregistered Securities… But What Will the Expanded Definition of “Accredited Investor” Really Change for BDs and RIAs?
By Kimberly Shaw Elliott Registered representatives and investment adviser representatives may soon purchase for themselves the unregistered products they recommend to other investors, without proof of their financial resources. These financial professionals join an...
Divorce in the Age of Corona, Part 1: Parenting Plans
Parents who were in the midst of the divorce process when the pandemic began, or who have only recently decided to separate, recognize that the parenting arrangements they develop for today may not be in their children’s best interests for the indeterminate tomorrow,...
What You Need to Know About the SEC’s New Form CRS
On June 30, 2020, the Securities and Exchange Commission’s (“SEC”) new “relationship summary,” known as Form CRS, took effect. Form CRS — which broker-dealers and SEC-registered investment advisers (“RIA”) are required to provide to their retail investors — is...