Fraud has become a big business, and no person is immune. Read below for 10 actionable steps you can take to help protect your accounts.

Markets rallied strongly during October, driven in part by a new policy “pivot” narrative which revolved around the potential slowdown in the pace of rate hikes being implemented by the Federal Reserve (Fed).

The most recent quarter (September-end) witnessed losses across asset classes and, therefore, client accounts. In our previous quarterly newsletter (June-end), we wrote that “there was no place to hide”, which, unfortunately, succinctly summed up the latest quarterly experience as well.