Protecting Yourself from Fraudulent Financial Professionals

Whether they’re falsifying their credentials or sharing misleading information, it’s important to protect yourself from financial professionals by verifying their credibility

David Blanchett 15 September, 2020 | 12:58AM

Beware-Warning

Recently, while reading a local magazine, I was struck by an advertisement from a financial professional. The advertisement described a practice that appeared to be focused primarily on insurance solutions, but the professional touted having a Ph.D. in Finance, which made me curious.

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About Author

David Blanchett

David Blanchett  David M. Blanchett, Ph.D., CFA, CFP®, is head of retirement research for Morningstar’s Investment Management group.

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