Cfp

Courthouse Doors Creak Open for Clients

When clients enter their financial advisors’ offices and express frustrations about a retail bank’s mistakes or overcharges, the damages are usually too small to merit any individual legal action. “It’s $24 here and $45 there, and often there is very little you can do,” says Debra Brennan Tagg, managing director of Brennan Financial Services in Addison, Texas. But, it is expected that when the …