Author: Victor Bayata

CFP® Board Moves Towards a Unified Fiduciary Duty Standard, as other Financial Institutions and Regulators Sadly Continue to Fight the Move

Aug 14, 2018 / protecting investors

As one of the more reputable organizations in the industry, the Certified Financial Planners Board (CFP®) appears to be on the forefront of the efforts to protect investors from financial wrongdoing. This time, the CFP® Board announced new standards that would require financial professionals— including brokers — to act in the best interests of investors when providing any financial advice. The previous rule applied a fiduciary standard to CFP®s only […]

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Next Steps for EB-5 Investors in 550 Seabreeze | Los Olas Resort Project

Feb 8, 2018 / EB-5

An EB-5 immigrant investor visa is normally appealing to wealthy foreign individuals seeking a permanent residency in the United States. However, investing in the wrong EB-5 can have catastrophic consequences for investors. This includes the risk of losing the entire investment (which is usually $500,000) as well as losing permanent resident status in the United States. Unfortunately, for the 60 or so foreign investors that invested in the Las Olas […]

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How to Distinguish the Real FEMA from Fraudsters Posing as FEMA After a Hurricane

Sep 19, 2017 / Hurricane Irma

A natural disaster can bring out the very best in people and hurricane Irma is no exception. As soon as the winds died down, individuals, communities, and charitable organizations rallied together to take care of those most affected. Unfortunately, a natural disaster can also bring out the worst in people. For every person offering a helping hand, there may be an unscrupulous individual scheming to benefit from the event. For […]

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