Lawsuit: Edelman Didn't Ask Questions When Client Liquidated IRA For Crypto Scam

Published on July 17, 2025

According to the complaint, New York resident Stella Maksumova didn’t get any pushback from her advisor when she opted to withdraw her retirement funds. Edelman claims her planner warned her against the idea, but she didn’t take the advice.

Continue reading on website
Other news

Zillow Home Value Index: "Real" Home Values at Lowest Level Since April 2021

July 17, 2025
Home values fell for a fourth straight month in June, according to the Zillow Home Value Index. However, after adjusting for inflation, real home values dropped for a 14th consecutive month, hitting their lowest level since April 2021.

Tips From the Pros: Does the Estate Tax Really Matter?

July 17, 2025
Al W. King III posits that since there’s no way to predict future taxes despite so-called “permanent” changes with tax legislation, the glass should remain half full for estate planners and clients’ desires and need for trusts.