What Are Financial Advisor Scams? A financial advisor scam refers to fraudulent and illegal practices used by individuals or companies who present themselves as financial advisors. Financial advisor ...

Unsavory financial advisors may cheat their clients through deceptive practices such as Ponzi schemes, churning techniques, and pump-and-dump scams. Advisors who pressure you to make quick investment ...

What starts with a casual text message might end in financial ruin. Pig butchering, a type of scam that became widespread during the COVID-19 pandemic, is on the rise and continues to evolve. It ...

Marguerita is a Certified Financial Planner (CFP), Chartered Retirement Planning Counselor (CRPC), Retirement Income Certified Professional (RICP), and a Chartered Socially Responsible Investing ...

While the financial advice industry for the last twenty years has continuously rung the alarm bell that financial advisors are getting older and are not being replaced nearly fast enough, another ...

When Americans suspect they’ve been scammed, they call their bank. They call the police. They call a friend. What they don’t do, according to a new CFP Board survey, is call their financial advisor.

Fraudulent claims can cause ripple effects of harm for older clients. Financial advisors can play an important role in ...

Keshia is looking for a financial advisor. She’s talked to a few, and, frankly, she’s been less than impressed. Each one seems more interested in selling her their product – whatever that happens to ...