Shorts are, once again, in the sights of regulators, as they seek remedies—or, some would say, scapegoats—for recent market pain. The Securities Exchange Commission announced today that it is considering restricting short selling—...
The United States’ ongoing hunt for tax cheats will be putting a crimp in some clients’ quarterly portfolio reviews. UBS financial advisors who have clients outside of the country where they do business have been instructed to stay put...
If there is any upside to the market meltdown of the past seven months, it might be that so many fraudsters operating Ponzi schemes have been dragged into the light. There seems to be a new Ponzi crackdown every few weeks. On Wednesday, April 1...
As estate-planning attorneys, we often find ourselves forced to act as family counselors for our clients despite our lack of formal training for this role
It seems counterintuitive, but qualified personal residence trusts (QPRTs) can make a lot of sense now. QPRTs are generally not considered effective in a low interest rate environment.
