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Insurance companies have been selling Variable Universal Life policies,
also known as VUL policies for more than 30 years. But are they worthwhile
or even safe investments for you to make?
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A broker is required to provide accurate and complete information when
recommending an investment to a client. If they provide false or misleading
information, or certain information is not disclosed, they may be violating
Some brokers may artificially inflate the prices of stocks and later sell
the stocks for their own benefit and costing investors money. Learn what
this type of scheme is called.
An MLP is a limited partnership that is publicly traded on an exchange.
It combines the tax benefits of a limited partnership with the liquidity
of a publicly traded securities.
If real estate exposure is what you’re looking for in your investment
portfolio, consider mutual funds rather than risky non-traded REITs.
Unit investment trusts are risky for a number of reasons, chief among those
is that they are incredibly difficult to understand.
This definitely is true, but it does not apply to every investor's case.
This "admit or deny" rule only applies to brokers and advisors who have
been convicted of a criminal charge or otherwise admitted wrongdoing.
It is a misconception that small investments aren't as risky as large investments.
Even if you are starting off small, and especially if you are a "green"
investor, you should be cautious.
The five most common types of investment fraud include gold scams, energy
scams, real estate scams, securitized life settlement contracts, and promissory notes.
There are peaks and valleys with investing, so when you lose money, how
can you be sure if it's the result of fraud? Meyer Wilson lists four common
red flags of investment fraud.
Many investors unfortunately don't realize that they are being defrauded
until they have already lost a substantial amount of money. One way to
catch fraud early is to pay close attention to what your broker says and
how they say it.
Because seniors are targeted by scammers, older investors should take extra
steps to protect themselves against fraud. Meyer Wilson has written many
helpful articles on the topic.
While high or higher than average returns on an investment could indicate
investment fraud, investors should generally only be worried if high returns
accompany one or more other red flags.
This term was coined to describe a type of investment that is generally:
1) online 2) run by unlicensed promoters, and 3) promises high returns.
To recover your losses, you are going to have to file a claim. Claims go
through FINRA and can take anywhere from 10 to 18 months.
Every investor is at some risk for investment fraud. Many investors are
fooled into thinking that experience eliminates risk, but this sadly isn't true.
Before you invest, do your research. You should look up known risks, any
complaints in your broker's history, hidden fees, and performance history.
If something seems a little off to you, it is worth looking into. If your
broker or advisor offers you an "exclusive" investment, Meyer Wilson can
give you some tips for verifying its legitimacy.
Is your broker promising high returns, low/no risk, pressuring you to act
fast, or not providing adequate documentation? Protect yourself from a
scam by not investing if you notice any of these red flags.
Gold investments are popular right now, but are one of the most common
avenues scammers use to defraud.
Every investor should be cautious and do their research before they invest,
because investment scams can happen to anyone... even experienced investors.
Look for the warning signs of social media investment scams, like guaranteed
returns, pressure to get your friends and family to join, the offer comes
from an online account you do not recognize, etc.
Selling away is a violation of securities law. This is when a broker recommends
an investment that is not offered through that broker's firm.
To put it simply, affinity fraud is a type of investment scheme that targets
individuals from within the confines of a specific group.
This type of investment strategy is implemented online by following and
attaching to other investors.
Before you choose to invest with a certain investment advisor or broker,
there are three types of questions you should ask.
If you suspect fraud, we encourage you to contact Meyer Wilson. We can
help you accurately and quickly determine if you've been defrauded.
If you suspect that something is wrong with one of your investments, check
your account statements for common red flags.
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Investment Misconduct Blog
Thomas W. O’Brien, a financial advisor for the brokerage firm of Raymond James & Associates, Inc., is the subject of a recently-filed customer complaint alleging $5 ...
The investment fraud lawyers at Meyer Wilson are currently investigating alleged misconduct by now-former Merrill Lynch financial advisor John M. James. James formerly worked ...
Stockbroker malpractice occurs whether the stock market is up, down, or sideways. On this edition of “Cover Your Assets”, Attorney David Meyer shares examples of ...