—Lewis Walker
We Need More Insights On Vetting
It’s surprising how much due diligence is necessary on an investment. I’d love to read an article on how to vet private investments.
—An Advisor In Memphis
Editor’s Note: Please read the article by iCapital’s Nick Veronis and Carolyn Rasmussen addressing this subject on page 55.
Advisors Can Be Protected When Reporting
Perhaps you are following this recent legislation that would give financial advisors civil liability protection when they report suspected financial abuse of seniors; [it] advanced in the Senate last Tuesday. This is not on point, but getting closer. I read your article, “Harsh Lessons in Modern Con Art.” … We need this on 60 Minutes.
—Rich Hoholik, Madison, Wis.