Protecting Clients from Fraud, Incompetence and Scams

Protecting Clients from Fraud, Incompetence and Scams

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by Lance Wallach
     
 

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Every financial expert out there knows that bad faith and bad planning can take down even the biggest firms, wiping out billions of dollars of value in an instant. Whether it's internal fraud, a scammer, or an incompetent planner that takes your client's cash, the bottom line is: that money is gone and the loss should have been prevented.

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Overview

Every financial expert out there knows that bad faith and bad planning can take down even the biggest firms, wiping out billions of dollars of value in an instant. Whether it's internal fraud, a scammer, or an incompetent planner that takes your client's cash, the bottom line is: that money is gone and the loss should have been prevented.

Filled with authoritative advice from financial expert Lance Wallach, Protecting Clients from Fraud, Incompetence, and Scams equips you as an accountant, attorney, or financial planner with the weaponry you need to detect bad investments before they happen and protect your clients' wealth—as well as your own.

Sharp and savvy in its frank, often humorous, and authoritative examination of financial fraud and mismanagement, you'll learn about the dysfunctional sectors in the financial industry and:

  • Protecting your retirement assets

  • Asset protection basics

  • Shifting the risk equation: insurance maneuvers

  • Reevaluating existing insurance

  • What financial advisors and insurance agents "forget" to tell their clients

  • The truth about variable annuities

  • What you must know about life settlements

  • The smart way to approach college funding

The news for the past two years has been filled with gloom and dangers: swindles, Bernie Madoff, rip-offs, and the collapse of Bear Stearns and Lehman Brothers. But the party's over, and with that era done, it's more important than ever for you to perform due diligence on all financial maneuvers affecting the money you oversee and provide your clients with assurance in the form of practical solutions for risk and asset management.

A pragmatic blueprint for identifying trouble spots you can expect and immediately useful solutions, Protecting Clients from Fraud, Incompetence, and Scams equips you with the resources, strategies, and tools you need to effectively protect your clients from frauds and financial scammers.

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Product Details

ISBN-13:
9780470593929
Publisher:
Wiley
Publication date:
02/22/2010
Sold by:
Barnes & Noble
Format:
NOOK Book
Pages:
240
File size:
1 MB

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