1 September 2016 14:48
Best Practice Forum, Financial Planning Association (FPA), Professional Planner|Financial Planning Association Best Practice Forum
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How a disappearing adviser exposed vulnerabilities in the governance chain
On the face of it, she looked like the model adviser. She was respected by her peers, her advice was good, she regularly won awards, and her clients loved her. Then she started pre-charging clients fees for service, took the money, spent it, and disappeared. That disappearance was ultimately how Count found her.
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