Protecting Clients from Fraud, Incompetence, and Scams
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Protecting Clients from Fraud, Incompetence, and Scams

Protecting Clients from Fraud, Incompetence, and Scams


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About the Book

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.


About the Author: LANCE WALLACH, CLU, CHFC, is a leading speaker on accounting and taxation topics and the author of numerous AICPA CPE exam publications. In addition to developing CPE courses, he is also a member of the AICPA faculty of teaching professionals, and has been featured in the Wall Street Journal, the New York Times, Bloomberg Financial News, NBC, National Public Radio's All Things Considered, and other radio talk shows. Mr. Wallach is listed in Who's Who in Finance and Business.


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Product Details
  • ISBN-13: 9780470539743
  • Publisher: Wiley
  • Publisher Imprint: Wiley
  • Depth: 25
  • Language: English
  • Returnable: Y
  • Spine Width: 25 mm
  • Width: 160 mm
  • ISBN-10: 0470539747
  • Publisher Date: 22 Feb 2010
  • Binding: Hardback
  • Height: 231 mm
  • No of Pages: 240
  • Series Title: English
  • Weight: 458 gr


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