CRA’s Forensic Services Practice was retained to help resolve a FINRA-arbitrated dispute between a major financial services firm and a significant customer, regarding the fees charged on a multi-million-dollar investment portfolio. The CRA team analyzed the investment activity, including investment and advisory fees, and reviewed the underlying account documentation, including account opening documents, investment fee disclosures, and fee change notices, to recompute the fees in dispute.
Dr. Gregory Bell named Exceptional Expert in Power Players report on International Arbitration
Financier Worldwide Magazine featured CRA’s Dr. Gregory Bell as an Exceptional Expert in the Power Players report on International Arbitration.