Accredited Investors, Tread Lightly

The American College of Financial Services
December 19, 2019

Recently, some government agencies have talked about expanding the definition of “accredited” investors in the name of greater opportunity. But is this change as wise as it seems?

According to Michael Finke, professor of Wealth Management and WMCP® program director at The American College of Financial Services, widening the field of those qualifying as accredited could do more harm than good, especially for older investors.

Hear from Finke as featured in Kiplinger, where he discusses the potential risks of revising what it means to be accredited and what can be done to preserve confidence in the title.

Read more here.

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