CHARLES W

The use of sophisticated derivatives and risk management products also increases the complexity that private clients have with wealth advisors. Structured investment products are a fast-growing investment tool recommended by wealth advisors as a risk management tool to achieve a stated investment goal. However, the full disclosure of risk and transparency of how these financial products actually work in different market environments is still being tested... Wealth management expert witness Charles W. Ranson clarifies complex issues in legal disputes between financial services firms and investors.

Primary location: Fort Lauderdale United States