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A friend, no really, has decided his financial advisor is…

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A friend, no really, has...
A friend, no really, has decided his financial advisor is ripping him off up to several hundred of thousands of dollars. I am not surprised as for some reason this advisor had my friend put the advisor's wife as the beneficiary on the various financial product's being invested in. I told my friend this was highly unusual but he thought this was a way to make sure the financial advisor did a good job of investing. Now, my friend wants to transfer his money to someone else and prosecute the first advisor. What is the best way to document irregularities with the original advisor. I've heard of a forensic accountant or just go to a lawyer, what kind? Can you outline the steps for a private person should do. I'll check for an answer later today.
Submitted: 6 months ago.Category: Business Law
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12/3/2017
Business Lawyer: Legal Eagle, Lawyer replied 6 months ago
Legal Eagle
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