2020, Fiduciary Duty and Financial Services

6 Tips to Avoid Financial Fraud and Guard Your Investments

WiserAdvisor

MAY 31, 2022

billion higher than the 2020 estimate. Approximately 25% of these scams were financial frauds, with a person losing an average of $500. As a Registered Investment Advisor (RIA) firm with the SEC, they are fiduciaries who put clients’ interests ahead of everything else. However, the numbers tell a different story.

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Transcript: Ilana Weinstein

The Big Picture

JULY 4, 2023

Their mainstay financial services practice, which was banking and equities, fell off a cliff. We love, but at the end of the day, They have a fiduciary duty to their LPs to hire the best person. There’s a reason Steve Tanenbaum’s fund was $34 billion in 2020. LMR in 2020 was 4.6 RITHOLTZ: Wow.

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Financial Advisor Source

6 Tips to Avoid Financial Fraud and Guard Your Investments

Transcript: Ilana Weinstein

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