2023

Increasing Elder Financial Exploitation Awareness: Tips for Prevention and Protection

As we age, the risk of falling victim to financial predators increases. Every year, countless older adults experience the distress of financial exploitation. This article will equip you with practical tips and resources to guard against such threats, shielding our elders from monetary harm. Let’s stand together for their safety. Key Takeaways Understanding Elder Financial […]

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What is the biggest mistake an investor can make?

Role of Caregivers in Preventing Elder Fraud: Tips and Strategies for Protecting Seniors from Financial Exploitation

As our loved ones age, the risk of financial fraud grows. Each year, countless seniors fall victim to cunning scams designed to empty their savings. This blog reveals how caregivers can be guardians against elder fraud, offering effective strategies and vigilant tips. Keep reading; it’s time to shield our seniors. Key Takeaways Understanding Elder Fraud

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Allegations Against Edgar Kleydman and Equitable Advisors: A Closer Look

Allegations related to financial malpractice are serious matters that can result in significant financial loss for investors. A recent case involving Edgar Kleydman and Equitable Advisors, LLC, his previous employer, serves as a prime example of the devastating impact of such allegations. The claimant alleges that Kleydman engaged in “selling away”, a practice where a

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Investigation of Brian Wurdemann and RBC Capital Markets Allegations

Investment fraud is a serious allegation that can have severe consequences for both investors and financial advisors. One such case currently under investigation by Haselkorn & Thibaut involves financial advisor Brian Wurdemann and the firm RBC CAPITAL MARKETS, LLC. A former client alleges that Wurdemann placed trades without her prior knowledge or consent, failed to

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Nicholas Carter and Morgan Stanley: Alleged Breach of Fiduciary Duty Investigated

Investors entrust their finances to financial advisors, expecting them to act in their best interests. However, there are instances where this trust is breached, as in the case of Nicholas Carter, a broker at Morgan Stanley Smith Barney and Morgan Stanley (CRD 149777). Allegations have been made against Carter, accusing him of breach of fiduciary

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