Money Tree Investing

Investment Fraud 101: How to Protect Yourself From Fraudsters

Dec 3, 2021
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1
Introduction
00:00 • 2min
2
Do You Know What Burney Madeoff Was?
02:15 • 3min
3
How Did You Become a Lawyer?
05:07 • 2min
4
What Are the Problems With High Commission Products?
06:38 • 2min
5
The Financial Industry Creates Product Liability Cases
09:06 • 2min
6
I'll Leap on Advisors on the Sod Quite a Bit
11:04 • 3min
7
The End of Going After Advisers
13:36 • 2min
8
Do You Have a Due Diligence Department?
15:18 • 2min
9
The Standard of Care Is Always Appropriate
17:16 • 2min
10
How Should Investors Really Choose an Advisor?
19:20 • 3min
11
What Should You Look for When You're Looking to Hire a Broker?
22:00 • 4min
12
Is There a Requirement for Insurance in the Investment Adviser Space?
25:36 • 2min
13
Is It Insane Not to Have Insurance?
27:21 • 2min
14
Your Investment Advisors Should Never Handle the Money
29:01 • 3min
15
Self Directed Iarays Are the Biggest Problem in Thes Secure
31:43 • 2min
16
The Challenges of Self Directed Investments
34:02 • 2min
17
What's the Difference Between Court and Arbitration?
36:28 • 3min
18
Investor Protection - The Investor Protector
39:09 • 2min
19
Is There a Lot of Talent in the Investment Industry?
41:01 • 2min
20
How Much Are Your Fees on These Investments?
43:08 • 3min
21
How Do You Choose a Financial Advisor?
46:10 • 2min
22
Is There a Difference Between a Financial Advisor and an Investment Advisor?
48:15 • 2min
23
Why You Shouldn't Ask Your Financial Advisor
49:54 • 5min
24
Is Your Culture Powerful?
54:43 • 4min
25
Is There Incompetence in the Industry?
58:53 • 2min
26
How to Choose the Best, Fill in the Blank Robo Adviser?
01:00:54 • 3min
27
What Are Your Returns?
01:03:42 • 2min
28
Are You a Feduciary?
01:05:45 • 3min
29
Ideally, I Shouldn't Be a Broker Dealer
01:08:32 • 3min
30
Are You Being Unreasonably Unfair?
01:11:27 • 2min
31
Do You Think It's Wrong?
01:13:20 • 2min
32
The Client Mint, I'm a Value Guy.
01:15:01 • 2min
33
Getting a Lawyer's Office, It's All About Client Specific
01:17:19 • 2min
34
What Are You Buying From a Professional?
01:18:53 • 2min
35
Barbara Friedberg Personal Finance
01:20:25 • 2min
36
Money Tree Investing Podcast
01:22:02 • 1min