Negligence of Financial Planners - Webinar
- Arnold Shields
- Apr 29, 2013
- 1 min read
Updated: May 29
In this month's Webinar, Fiona Bateman and I are examining actions against financial planners and investment advisers for negligent advice.
We are involved currently with many actions against financial advisors including:
Managed Investment Schemes
Margin Lending
Inappropriate Investments
In this webinar, we will be discussing the common characteristics that we have found in almost all successful actions including:
Hidden fees;
Investments that would never make the return promised;
Statement of Advice and the client's Risk Profile;
The cashflow effects of margin loans;
Conflicts of Interest
If you have suffered from negligent advice from your financial advisor or have clients in the same predicament, this webinar is essential to understand the issues that we find as forensic accountants
A video replay of the webinar and the slides is available in the Lawyers Section of Dolman Bateman.
Already a member, click here.
Disclaimer:
The information provided in this article is general in nature and does not constitute personal financial, legal or tax advice. While every effort has been made to ensure the accuracy of this content at the time of publication, tax laws and regulations may change, and individual circumstances vary. Dolman Bateman accepts no responsibility or liability for any loss or damage incurred as a result of acting on or relying upon any of the information contained herein. You should seek professional advice tailored to your specific situation before making any financial or tax decision.
