New Year brings with it splendid new opportunitiesJanuary 4, 2016 10:46
Safety in numbers
Publishing personal banking information doesn’t seem like the best way to solve your financial woes, says Precious de Leon
March 14, 2011 4:53 by Precious de Leon
Who knows exactly, who’s on the other end of the line? There doesn’t seem to be any strict guidelines on whether advisors should have even minimal qualifications to share insights.
Granted speaking with financial advisors can be daunting and people are always looking for loopholes in the system, but Kipp can’t help think that being so trusting or brazen about such sensitive information could be the source of the problem anyway. Wouldn’t you say?
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