A U.S. court of appeal has struck down a Department of Labor (DOL) rule that was intended to prevent financial advisers from steering their clients to bad retirement investments, but the Securities and Exchange Commission (SEC) has proposed new regulations… Read more
New rules have been put in place to protect seniors with brokerage accounts from financial scams that could drain the accounts before anyone notices.
As the population ages, elder financial abuse is a mounting problem. Vulnerable seniors can become victims… Read more
Pearson Bollman Law held their Annual Kickoff Meeting in January. In this meeting we established goals and identified the strategies that align with our mission:
“Providing a service that cares for families, everything they own & everyone they love!”… Read more