Christine Idzelis
InvestmentNews reporter. Twitter: @CIdzelis
InvestmentNews reporter. Twitter: @CIdzelis
As the population ages, more seniors are at risk of becoming victims of financial exploitation.
Awards for damages tied to the island's debt crisis continue to climb this year.
One customer with stage 4 cancer allegedly had nearly all her assets placed in a variable annuity.
Morgan Stanley clients may also choose individual retirement accounts that are fee-based.
More than half of those surveyed plan to talk to their financial advisers about policy changes that will impact their investment portfolios and financial planning strategies.
Ms. Bennett is being investigated for a debt deal done while working at Western International Securities.
Adviser was facing IRS liens when he charged clients in their 90s for four years' worth of financial planning.
The team will move to a new Raymond James office under construction in Mt. Kisco, N.Y.
The group is led by David Heide, who had been with Wells Fargo Advisors since 1995.
Raymond James clients will have opportunity to invest in private-equity and hedge funds
