Ethics In Financial Services | Insights
Overconfident and Knowledgeable Investors May Be At a Higher Risk of Investment Fraud
Christopher Rand, PhD, CFP®, CLU® is a recent graduate of the Doctor of Philosophy program of The American College of Financial Services. He is a Managing Partner and Personal CFO with FIDES Wealth Strategies Group and The Wealth Consulting Group. Here, he speaks with Domarina Oshana, PhD, Director of Research and Operations at the American College Cary M. Maguire Center for Ethics in Financial Services, about his dissertation research on investment fraud vulnerability and the impact of investor knowledge and confidence. His research suggests that traditional financial literacy education requires modification – it needs to be fraud-specific.
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