Month: December 2020

Investment Scams – What you need to know

Another area in which financial advisors and financial planners can render a great service both to their own clients and to the general public is by assisting financial regulators in stopping investment scams. Aided by the rise of the Internet, financial fraud, including investment scams targeting the elderly, is an increasing problem. Meanwhile, regulators find …

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On Advising Widows

Financial advisors and financial planners face several challenges in advising widows. For one, members of the financial services consulting practice at Boston Consulting Group find that nearly half of new widows seek to change financial services providers within the first year after their husbands’ deaths. This is largely because an increasing number of women are …

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