Identifying, and Protecting, the Prime Targets of Identity Theft
Wealthy individuals are in the bull’s-eye when it comes to identity theft. Here are some best practices for reducing the risk to your HNW clients.
5 Big Security Risks for HNW Families
Shady characters are finding an increasing number of ways to get at HNW families’ money, thanks in many cases to rapidly changing technology. Here's how to protect those clients.
X + Y = Greater Value
If I were buying a financial advisory firm, I would discount the firm’s value based on the number of clients and staff over the age of 55.
Could You Have Saved These Clients? 7 Scams That Hit Celebrities Hard
Financial scandals are usually named for their perpetrators, not their victims, unless those ripped off are the famous.
Follow the Money
I greatly appreciate John Lefferts's comments regarding my last blog , and agree with most of his points. But I have to respectfully disagree with...
The Fraud Squad
Carrying an unloaded tommy gun, Willie Sutton held up more than a hundred banks in the first half of the 20th century. When someone asked...