Have you lost money on an annuity that seemed too good to be true? Your frustration makes complete sense. Many investors face this same situation with complex financial products that can trap their money for 10–20 years (or longer). These withdrawal restrictions often catch people off guard. You don’t have to accept this loss quietly. […]
How an Annuity Fraud Attorney Can Help You Recover Your Losses Read More »
Federal Judge Denies JPMorgan Chase’s Attempt to Escape FINRA Arbitration Over Son’s Theft from Elderly Mother – What This Means for JPMorgan Fraud Victims Justice prevailed. In a landmark ruling that sends shockwaves through the financial services industry, US District Judge Jesse Furman delivered a crushing blow to JPMorgan Chase’s attempts to avoid accountability in
Elder fraud is a growing crisis in our society. The term âElder Fraud Crisisâ refers to the rising problem of older adults losing money through scams and financial abuse. One recent headline, âExecutor Embezzles $3.7 Million From Dementia Patient,â shows how serious this issue can be for families and investors like us. A 66-year-old trustee
Elder Fraud Crisis: Executor Embezzles $3.7 Million From Dementia Patient Read More »
We’ve seen a troubling case in the financial advisory world. Thomas Jarrett, a former Wells Fargo financial advisor, was fired for accepting instructions from a client with dementia. This serious breach led to fines and suspension from his position in the industry. Financial advisors must protect their clients, especially those with mental impairments. The case
Thomas Jarrett Fired After Taking Orders From Dementia-Impaired Client Read More »
Autocallables Notes have grown into a major investment product, with $122 billion in sales over four years. Major banks like UBS, Goldman Sachs, JP Morgan, Citigroup, and Morgan Stanley lead this market through 11,122 issuances from 2019 to 2023. These structured products offer high coupons and automatic redemption features that appeal to conservative investors who
Autocallables Notes: Investors Seek Legal Recourse After Autocallable Notes Implode Read More »