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When new regulations are put in place, it will be harder for financial advisors to wear two hats--broker and fiduciary--and there will be a sharper dividing line between product distribution and advice.
By now, we are all used to some of the backdoor deals and unprincipled compromises that too often masquerade as politics—so, to that extent, we have become a bit numb to the nonsense. However, I think that Capitol Hill took its legislative...
The Internal Revenue Service's recent efforts to enforce the reporting of foreign bank accounts has created a lot of confusion for many people. This is particularly true for beneficiaries of trusts, as well as for holders of interests in foreign...
The events of the past year make it clear that the U.S. government has launched an unprecedented assault on taxpayers who hide their assets in offshore bank accounts. In addition to bringing numerous criminal cases, the government has accepted...