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Financial Advisor

NYTimes: Keeping Swindlers Out of Your Bank and Brokerage Accounts

Paul Sullivan wrote a very informative article on cybercrime in his Wealth Matters series for the New York Times. The link is here: http://nyti.ms/1nl4ydg Sullivan reports that it is “a problem that is increasing at all wealth levels, from individuals with small investment accounts to family offices that serve the wealthiest clients.” Email fraud has increased fivefold…

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Is it time to un-brand sustainability?

Down in Texas, I was struggling to get our client to capture more recyclables. The client’s production manager said “We don’t need to recycle. There’s plenty ah Texas to bury it under.”  Texas landmass aside, this statement belies a challenge with the “green” brand. What does a recycling company do in locations where sustainability is…

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Tax Identity Theft on the rise, Protect Your Information!

By ARDEN DALE Financial advisers are seeing more of their clients fall victim to tax-identity theft, which the Internal Revenue Service calls a growing problem. But until recently, many advisers had little experience with the fraud, and even those who haven’t dealt with it first-hand are hearing more about it from colleagues. Thieves use someone…

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