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Structured Product Losses Mount From Ukraine War

March 14, 2022 Blog

Wall Street brokers such as UBS, Morgan Stanley and Merrill Lynch sold billions of dollars in complex “structured products or notes” to their retail customers in recent years. Brokers pitched the structured products as “low risk” bond-like investments with higher yields. Unfortunately, many customers were not told of the significant […]

Crypto Hack Investors Deserve Their Day in Court

February 24, 2022 Blog

President Joe Biden is expected to issue an executive order on crypto assets as early as this week, according to reports. The executive order reportedly will direct a wide range of government agencies to study cryptocurrency and the central bank digital currency (CBDC) to design a comprehensive strategy. Some of […]

$36 Million in Cryptocurrency Stolen from Retirement Account Holders in IRA Financial Trust-Gemini Financial Security Breach

February 17, 2022 Blog

Zamansky LLC has been closely monitoring reports of a financial security breach of IRA Financial Trust, who partners with Gemini Trust Co., that resulted in $36 million dollars of cryptocurrency being stolen from account owners. Reports indicate IRA Financial Trust, a platform offering self-directed retirement accounts with cryptocurrency investments, was […]

What Is a Defective Investment Product?

January 14, 2022 Blog

Making informed investment decisions requires a clear understanding of the specific asset, or product, in which you want to invest. Many investment products are extraordinarily complex, and understanding how they work can be challenging even for experienced brokers and investors. For inexperienced investors who rely on their brokers for advice, […]

Investment Fraud and Outside Money Management

January 6, 2022 Blog

When you choose a broker or advisor at an investment firm to manage your portfolio, you expect your broker or advisor to manage your portfolio directly. While this is often what happens, it isn’t always the case. Sometimes, brokers and advisors will recommend that investors place their funds with outside […]

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