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UBS Client Says His Wife Moved In With Their Wealth Advisor. It Got Messy
News March 19, 2025 at 12:45 PM
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What You Need To Know
- Richard Kallman, the heir to a family of bookdealers, has filed a lawsuit and is seeking $10 million in damages.
- The bank and advisor Ira Walker have sought to move the dispute into arbitration.
- The industry’s main regulators have no rule explicitly setting boundaries for ties outside the office.
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