The Roles of Various Financial Institutions

The Roles of Various Financial Institutions

by Bonnie Kirchner
     
 

This is the eBook version of the printed book.

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.

Understand your financial advisor’s relationships to other financial institutions--and what

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Overview

This is the eBook version of the printed book.

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.

Understand your financial advisor’s relationships to other financial institutions--and what those connections mean for you.

When you engage with a financial advisor, you are also creating connections to various financial institutions. Understanding the various roles of financial institutions and how they are associated with different products and services can give you clues as to whether you are receiving the appropriate communications and help you spot red flags....

Product Details

ISBN-13:
9780132178877
Publisher:
Pearson Education
Publication date:
06/21/2010
Sold by:
Barnes & Noble
Format:
NOOK Book
Pages:
9
File size:
0 MB

Meet the Author

Bonnie Kirchner, a Certified Financial Planner (CFP), holds a B.S. in Financial Counseling and Planning from Purdue and a masters degree in Taxation from Bentley University. For several years, she was a fixture on the Boston radio and television scene, providing financial information to millions of people. She was also married to Brad Bleidt, a charming, clever financial advisor who ran one of the country's largest Ponzi investment scams before Madoff, giving her extraordinary personal insight into both scammers and their unwitting victims.

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