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  2. Avantax - Wikipedia

    en.wikipedia.org/wiki/Avantax

    Avantax closed the acquisition of all the issued and outstanding common stock of 1st Global, a tax-focused wealth management company. 2020 Avantax acquired all of the issued and outstanding common stock of HFKS. 2021 Avantax announced the rebranding of HKFS to Avantax Planning Partners. 2023

  3. 6 Investment Scam Red Flags and How To Avoid Them - AOL

    www.aol.com/6-investment-scam-red-flags...

    Scammers are getting better and better at what they do. If you think your money is safe, maybe double check that you know exactly who is handling it and who is asking to see it. A recent paper...

  4. The latest scams you need to be aware of in 2025 - AOL

    www.aol.com/latest-scams-aware-2025-153000705.html

    Investment scams often rely on similar techniques, but without the crypto spin. The Better Business Bureau, or BBB, considered the combined crypto and investments scam to be the riskiest scam in ...

  5. Beware of the barriers that hinder performance for mutual ...

    www.aol.com/beware-barriers-hinder-performance...

    Investment advisory services offered through Avantax Advisory ServicesSM, insurance services offered through an Avantax-affiliated insurance agency. 6260 Lake Osprey Drive, Lakewood Ranch, FL 34240.

  6. High-yield investment program - Wikipedia

    en.wikipedia.org/wiki/High-yield_investment_program

    A high-yield investment program (HYIP) is a type of Ponzi scheme, an investment scam that promises unsustainably high return on investment by paying previous investors with the money invested by new investors.

  7. 2003 mutual fund scandal - Wikipedia

    en.wikipedia.org/wiki/2003_mutual_fund_scandal

    On March 9, 2006, the SEC filed a lawsuit “against registered investment adviser BMA Ventures, Inc. and its president, William Robert Kepler, 35, of Dallas, Texas, alleging that they illegally obtained approximately $1.9 million in a fraudulent ‘scalping’ scheme from January 2004 through March 2005. Scalping is the illegal practice of ...

  8. List of Ponzi schemes - Wikipedia

    en.wikipedia.org/wiki/List_of_Ponzi_schemes

    In the third and the biggest Philippine Ponzi scam (involving $150 million and $250 million, respectively), criminal charges, based on a suit filed by 21,000 complainants, were filed in June 2008, with the Department of Justice, against Performance Investments Products Corp (PIPC) officers and incorporators for violation of the Securities ...

  9. Belmar man, 66, swindled 30 investors out of $5M in a 36-year ...

    www.aol.com/belmar-man-66-swindled-30-204114972.html

    NEWARK−A Belmar man who authorities say ran a scam he called an "investment club" for more than 35 years, taking some $5 million from 30 investors, many of them elderly, and spending the money ...