Protecting Clients from Fraud, Incompetence and Scams

Author(s): Lance Wallach
Original Publish Date: Feb 22, 2010
Product Number: EB00061419
Released: Aug 19, 2013
Business Term: Purchase
ISBN: #9780470593929
Publisher: Wiley
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Protect your clients – and yourself – from all kinds of financial chicanery and stupidity with this vital new book It doesn't matter if a financial error was made because of malice or ignorance – the end result is that you lose money. Luckily, you don't have to sit idly and take it. If you have Protecting Clients from Fraud, Incompetence and Scams, you can identify and avoid the dysfunctional sectors of the financial industry, steer clear of the fallout from the Madoff Era, and guide your clients to real, healthy, sustainable returns. This powerful book -Pinpoints dysfunctional sectors within the financial industry and offers advice against frauds and scammers -Shows how a team approach to asset management can ward off financial predators -Offers practical strategies and tools to combat client risk for Risk and Asset Management Offering insightful information to protect your clients from all sorts of frauds and incompetence, this essential guide equips you with tips and techniques to spot the red flags of fraud and prevent it before it starts.