United Planners Financial Services is facing growing legal and regulatory challenges after multiple findings of advisor misconduct, including arbitration awards and regulatory penalties totaling over $1 million. For clients of the firm, these events raise serious concerns about how investments were managed and whether firm oversight failed to protect their interests. If you’ve experienced unexpected …
B. Riley Financial Under Investigation by FINRA for Potential Securities Violations
B. Riley Financial, Inc. is currently under investigation by the Financial Industry Regulatory Authority (FINRA) for possible violations of securities laws tied to its wealth management practices. This development follows a wave of customer complaints and regulatory tips and comes amid growing legal and financial instability at the firm. For investors who may have been …
SIM Swap Case Against AT&T Revived by Appeals Court
SIM swap fraud is becoming an increasingly common threat, and the recent appellate court decision in Terpin v. AT&T is a major development for victims seeking justice. This case sheds light on how telecom companies may be held accountable when they fail to safeguard sensitive customer data. If you’ve experienced losses due to SIM swapping, …
Coinbase New User Agreement Arbitration Clause Changes
Coinbase’s updated arbitration clause in its user agreement could significantly affect how users resolve disputes with the platform. The changes—detailed in Section 8.3 of the revised U.S. User Agreement—limit users’ ability to take legal action in court or as part of a class. For crypto investors using Coinbase, understanding these changes is essential to protecting …
SEC Verdict Finds Jeffrey Cutter Used Undisclosed Commissions
Jeffrey Cutter, founder of Cutter Financial Group, has been found liable by a federal jury for breaching his fiduciary duty to clients—many of whom were retirees—by failing to disclose significant upfront commissions on annuity sales. The verdict, secured by the U.S. Securities and Exchange Commission (SEC), highlights the consequences of misleading financial advice and underscores …
Coinbase Account Hacked: What Victims Need to Know
Coinbase account hacking, otherwise known as account takeover fraud, is on the rise, exposing many cryptocurrency investors to financial loss, emotional distress, and identity theft. These attacks typically involve SIM swaps, phishing scams, or weak security infrastructure. Unfortunately, many victims discover that Coinbase’s user agreements limit their ability to pursue claims in court—adding complexity to …
Coinbase API Key Security Breaches: How They Happen
Coinbase API key security breaches have led to financial consequences for cryptocurrency investors, with attackers exploiting old or unmonitored keys to steal user funds. Recent incidents, including a major breach in late 2024 and early 2025, have resulted in more than $65 million in stolen assets. These events raise critical concerns about Coinbase’s security protocols …
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Securities Lawyer Serving Surprise
Investment misconduct can result in serious financial losses. If you’ve been the victim of a financial advisor’s misconduct, an Arizona securities lawyer can help you recover your money. If you’ve lost more than $100,000 due to the illegal actions of a financial adviser, you may feel worried about how to recover your losses. But you …
Meyer Wilson Changes Its Name to Meyer Wilson Werning
We’re proud to announce that our firm, formerly known as Meyer Wilson, is now Meyer Wilson Werning. This change reflects something those of us inside the firm and many of you already know: Courtney M. Werning is not only one of the most respected investor advocates in the country—she’s also been central to our identity, …
UBS Advisor Manuel Melendez Barred After Allegations of Borrowing Client Funds
Former UBS financial advisor Manuel Melendez has been barred from the financial industry following allegations of serious misconduct, including borrowing over $700,000 from clients without disclosure and using client funds for personal expenses. In this post, we’ll break down the specific allegations, regulatory responses, and the broader impact on investor trust. If you or someone …
2025 Coinbase Data Breach and a $20M Ransom Demand
The 2025 Coinbase data breach has brought to light questions and concerns about user privacy and platform security in the cryptocurrency industry. Criminals accessed sensitive personal data—including names and partial Social Security numbers—through insider bribery, then demanded a $20 million ransom to keep the information private. Coinbase has confirmed the breach and acknowledged the potential …
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