In one example, a scammer emailed a planner claiming to be a client who needed an immediate wire transfer of assets for a down payment on a house.
Estimated reading time: 0 minutes, 19 seconds
Scammers are breaking into investors’ email accounts and obtaining information that they can use to try to convince financial planners to wire the investors’ money to them. So reports FinancialPlanning.
In one example, a scammer emailed a planner claiming to be a client who needed an immediate wire transfer of assets for a down payment on a house.