Could Your Financial Advisors Be Cheating You?
In my 30 years as a forensic accountant I have seen far too many people lose much or all of the money they were relying on to fund their future plans, their retirement, their succeeding generations or their legacy. This is a tragedy that shouldn't happen to anyone.
While there are many ways you can lose what you have, one of the factors in many significant losses is over-reliance on a financial or investment advisor, regardless of what title he/she uses.
If you rely on an advisor for advice or management of your finances and/or investments, trust is not enough to protect you. These assessments will help you understand your level of risk of suffering a significant loss as a result of your reliance on and trust in your financial advisor(s).