Home Security Cameras: ‘Gotcha Cams’ Deter or Detect Crimes, at a Cost
The market for “pinhole” video cameras is booming, but high-net-worth families should know the disconcerting legal consequences for their improper use.
IRS Deadlines Loom for Taxpayers With Offshore Accounts
IRS reminds taxpayers of important June deadlines for FATCA and FBAR filings.
Marijuana Investing: Why Advisors Should Just Say No
Advisors can't in good faith recommend an investment that's still illegal, lawyer David Welch says, but they can help position clients for eventual legalization.
4 Ways Wealthy People Can Still Hide Money
Gone is the heyday of Swiss bank accounts. Here are four ways to get secrecy, or lower taxes, though rarely both at the same time.
Fighting Financial Exploitation of Seniors
Senators, SEC Investor Advocate Rick Fleming and NASAA ponder whether new laws and programs could make it easier to report financial abuse.
Obama Budget’s Retirement Savings Cap Targets Wealthy
The retirement savings cap is a relatively small gambit in the budget’s larger effort to raise revenues but is seen as an attack.
SEC, DOL Enforcement: Fiduciaries Fined $4.7M Over Fake Health Plan
Also, co-owners of Reliance Financial Advisors charged with making false statements to clients investing in a risky hedge fund.
The ERISA Mystery
ERISA is a complex law and advisors are still confused about it.
Wells Fargo Fined $5M Over Advisor’s Insider Trading, Altered Document
SEC says Wells Fargo Advisors was slow to release required compliance documents and "altered" one related to sales of Burger King stock.
Most IRA Investors Withdraw the Bare Minimum: EBRI
Why? Taxes are a big driver of keeping withdrawals small, IRA expert Ed Slott says.