text: How to avoid a scamming planner He said he kept two sets of books, stole from clients for two decades, and hid his activities from regulators. But Bradford C. Bleidt's purported multimillion-dollar scam would never have gotten off the ground if clients of Allocation Plus Asset Management Co. had followed two basic investment rules.
inputs: How to avoid a scamming planner He said he kept two sets of books, stole from clients for two decades, and hid his activities from regulators. But Bradford C. Bleidt's purported multimillion-dollar scam would never have gotten off the ground if clients of Allocation Plus Asset Management Co. had followed two basic investment rules.