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Has our knowledge of Bernie Madoff and how he perpetrated his fraud changed anything about the way we do investment business? Have we learned the lessons we need to prevent such a thing from happening again?
Just how important is trust to the functioning of the markets, and how much has the Madoff scandal damaged it?
"How do I know you won't steal my money?" Stated or not, that's what clients and prospects want to know. It's part of the horrible, new reality. Discuss these red flags with your clients and they'll see clearly how differently you operate—and they'll know they remain in safe hands.
Memorable quotes from Monday morning's sentencing hearing.
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Social Security and Medicare Workshop
With Elaine Floyd, CFP®
May 12–15, 2025
The Discovery Meeting Workshop: Transform Your Discovery Process
May 19–20, 2025