What Are the Characteristics of a Family Office?
What Does a Family Office Mean? A family office is a private firm that offers wealth management advisory to ultra-high-net-worth...
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The New SEC Advertising Rule
The U.S Securities and Exchange Commission (SEC), on December 22, 2020, approved the new advertising rule. It improves the rules that...
What You Need to Know About Grandparents Scam
Grandparents are unwittingly losing lots of money to con artists, and this is how the scam works. These scams use the grandparent scam...
What Is a Pump and Dump Scheme?
A pump and dump scheme is a scam that includes the promotion of mediocre stock by investors, which creates a buying craze that booms or...
How to Spot a Ponzi Scheme Before It's Too Late
What is a Ponzi? A Ponzi scheme is an old, infamous type of fraud that is still surprisingly used successfully daily to entice...
What Is a Special Purpose Acquisition Company ("SPAC")?
A special purpose acquisition company (SPAC) is a blank check company that raises money to buy other businesses. It was created to...
What You Need To Know About Recording Business Meetings or Conversations
Audio and video recording of meetings is an excellent way of maintaining details of conversations and meetings. In addition, it...
How to Prevent a Cyber Security Breach: Four Ways to Protect Your Network From Attacks
Did you know that 71% of all data breaches are financially motivated? Meaning that working in the financial sector puts a massive target...
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