According to a Swiss wire report, the IRS has upped the ante in its fight to gather thousands of names of alleged tax-dodging American UBS clients: By sending IRS agents to tail the firm’s bankers and financial advisors as they visit clients.
Raymond James Financial posted improved earnings in its fiscal third quarter compared to the second quarter, but results were ugly when compared to last year’s third quarter, which represented a record across all business segments, including...
FAs, you better be at the top of your game. An investor’s relationship with his financial advisor now drives his level of satisfaction with his firm and his portfolio more than anything else—including convenience, investment...
Despite a recent pact between Switzerland and the United States to share tax evasion information, Swiss franc fixed annuities have been attracting a lot of U.S. dollars of late. Sources estimate that Americans have been putting about $2 billion...
