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.
Risks to onshore and offshore wind projects from new US Administration orders
On January 20, 2025 the new US Administration released a memorandum with important implications for the US wind industry, temporarily preventing the...