Don’t Let Clients Take Their Passwords to the Grave
Digital estate planning expert Jamie Hopkins on how helping clients safeguard digital assets benefits advisors, and how it's even more complicated than you think.
RIA Assets Jumped 12.6% in 2014: IAA/NRS Study
Regulatory assets held by advisors registered with the SEC increased by $6.9 trillion from last year, according to an analysis of filings.
15 of the Weirdest & Craziest Cases in Health Insurance Fraud
Take a look at some of the costliest, creepiest and even dangerous to the public health insurance fraud cases.
79% of Expats Considering Giving Up U.S. Citizenship: Law Firm
Almost 80% of Americans living abroad are considering relinquishing their U.S. citizenship to escape the consequences of FATCA, according to deVere Group.
FINRA Enforcement: Goldman Fined $800,000 for Trade-Through Failures
In other actions, Morgan Stanley was fined $100,000 on private wealth management failures.
Identifying, and Protecting, the Prime Targets of Identity Theft
Wealthy individuals are in the bull’s-eye when it comes to identity theft. Here are some best practices for reducing the risk to your HNW clients.
Honeymoon’s Over: Helping Gay Couples Manage 2013 Tax Hikes
Accountant and lawyer Janis Cowhey McDonagh helps same-sex married couples, and all taxpayers, navigate the myriad changes that went into effect this year.
The Expat Life: Helping Clients Retire Overseas
The trend of Americans retiring in foreign countries to live more comfortably opens a new frontier for advisors.
Post Office Proposes to Offer ‘Financial Services’
The Postal Service says it has assets to serve the underbanked, boost its own money-losing operations and benefit banks through partnerships.
3 Ways to Guard Against Tax Fraud
Tax season starts Friday, and scammers are ready to take advantage of consumers with taxes on their minds.