Wealth Professional forum is the place for positive industry interaction and welcomes your professional and informed opinion.

Notify me of new replies via email
Wealth Professional | 06 Nov 2015, 09:00 AM Agree 0
A case where an advisor stole from some of his best clients suggests wealth professionals continue taking short cuts to fame and fortune … at the expense of the other 99.9% of the industry
  • Ken MacCoy, CHS | 06 Nov 2015, 01:50 PM Agree 0
    Anyone who could convince clients to withdraw & hand over that kind of cash is either a good salesman &/or his clients were all extremely gullible. - The reality: Crooks like him give all in the industry a black eye! Hope the judge doesn't buy his sob story & gives him 20 years.
Post a reply