Financial self-defense checklist
The recent spate of high-profile investment scandals – beginning with Bernard Madoff and continuing right up to Kenneth Starr – has badly tarnished the image of the financial adviser. One small way to regain the public's trust: offer up a checklist of to-do's for clients to help ensure they don't get scammed by a dishonest broker (or adviser).
That's exactly what the CFP Board has done. What follows are eight tips, culled from a new guide by the board entitled 'A Consumer's Guide to Financial Self-Defense.' To view the full publication, which was written by Eleanor Blayney, the board's consumer advocate, CLICK HERE.