Category: Other investment-related information

Morgan Stanley’s IPO? Uber’s loss… | Vernon Litigation Group

May 21, 2019 / IPO , Tags: , , , ,

THE UBER IPO HIGHLIGHTS THE EXTENT OF CONFLICTS OF INTEREST THAT REMAIN IN THE SECURITIES INDUSTRY We could write for days about the UBER IPO and the underwriting syndicate of bookrunners led by Morgan Stanley. However, this article is focused on the abuse and conflicts of interest by the brokerage firms who pushed the UBER IPO on their own financial advisors and their own client base. Initial Public Offerings such […]

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Give Where You Live | February 20 & 21 2019

In this week’s installment of our ongoing video series, we take a break from investment news and information to focus on local charity. As many people might know the Community Foundation in Collier County hosts a 24-hour program called “Give Where You Live” in which you can give money to a variety of charities and have your donation, up to a certain limit, matched. Find out more here:

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CPAs Selling Insurance Products | What To Be Wary Of

When a CPA approaches you asking for investments in insurance products be sure you are entirely aware of what you are getting yourself into. Insurance is a fantastic idea; however, Insurance companies find ways to motivate independent brokers to sell their policies. When this practice is combined with a CPAs position of trust it can have very dangerous results. Find out more here:  

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