This Element is an excerpt from Who Can You Trust With Your Money? Get the Help You Need Now and Avoid Dishonest Advisors (9780137033652), by Bonnie Kirchner. Available in print and digital formats.
A concise guide to recognizing your financial advisor’s possible criminal behavior—or non-criminal behavior that might still be costing you a fortune.
Financial professionals who are actually participating in criminal behavior aren’t easy to spot, as their illicit activities are likely to be well covered. Hopefully, you now have the tools to keep your hard-earned assets away from any situation that may seem peculiar, and you are certainly better off safe than sorry. Pay attention to red flags, such as avoiding financial professionals who…
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