Ex-Raymond James Advisor Barred Over Probe Tied to Elderly Clients

Published on July 30, 2025

After 26 years in the business, she failed to testify about whether she misappropriated funds owned by two elderly clients.

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Advisor Sentiment Index: Optimism in Markets, Economy Jumps Higher

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Financial advisors’ views of the health of the markets and the economy took positive turns in June, as ongoing concerns around trade and geopolitics give way to optimism around tech-fueled growth and healthy equity markets.

Crypto Firms Adopt Wall Street's Tactics

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