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.
2024 Lexology Client Choice Awards
CRA is pleased to announce that Tiago Duarte-Silva, Kristofer Swanson, and Peggy Daley have won a 2024 Lexology Client Choice award. The Lexology Client Choice...