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Financial Advisors: Your Secret Weapon Against Fraud?

By guest blogger Brian Felshaw In an era where financial fraud and scams are increasingly sophisticated, financial advisors play a crucial role in safeguarding their clients’ assets and personal information. Technology plays a crucial role in financial management, as it does for many industries today. Tech tools allow you to see the trajectory of your […]

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Mortgage Scams

Mortgage Scams By guest blogger Dawn Hunter Securing a mortgage is one of the largest financial decisions we will ever make. Whether buying or refinancing a mortgage, there is a lot that is misunderstood about loans. Unfortunately, their complexity creates an opportunity for criminals to exploit borrowers. Let’s delve into the most common types of

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Investment Opportunity or scam? Here’s how to tell.

The Federal Trade Commission (FTC) reported that adults 60 and over lost $147 million to investment scams in 2021 (over 2x as many victims as in 2020), and even more will become victims in 2024. Investment scams included: Seminars and unsolicited investment advice Fraudulent stocks and commodity futures Investing in rare coins, gemstones, and art

Investment Opportunity or scam? Here’s how to tell. Read More »