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Red Flags of Investment Fraud

Red Flags of Investment Fraud

This week, I taught my Rutgers students about investment frauds like Pyramid and Ponzi schemes. Each year, thousands of consumers lose billions of dollars to fraud. Con artists use chat rooms and social media to...

Ten Indicators of Financial Stress

Ten Indicators of Financial Stress

President Calvin Coolidge once said “There is no independence quite so important as living within your means.” Unfortunately, debt problems often creep up on people gradually until they get to a point where it...

Take-Aways from FPA

Take-Aways from FPA

Last week, I attended the 2019 Financial Planning Association (FPA) conference which contained inspirational messages and personal finance updates for financial advisors. Below are six key take-aways for consumers: ¨     Prepare Yourself to Succeed-...

Citi plans to wake the sleeping parrot

Citi plans to wake the sleeping parrot

The FT reports today that Citi is planning to resuscitate its retail presence in Europe by opening flagship stores in the UK, France and Germany. Just as with the Norwegian Blue in the Monty...

Ever Eastward for HSBC

Ever Eastward for HSBC

Last week HSBC announced what was the first of what is expected to be a number of changes to the executive management of the Group following the announcement of Stuart Gulliver as the new CEO. As...

Was PwC able to objectively evaluate RBSG for FSA?

Was PwC able to objectively evaluate RBSG for FSA?

The Financial Services Authority today announced that they were closing their supervisory investigation into the Royal Bank of Scotland Group, as one of the UK banks that required partial taxpayer bailout support. The FSA...