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 Leaders League Recommendations
CRA is pleased to announce the recommendation of Cynthia Catlett and Tiago Duarte-Silva by Leaders League. The Leaders League is a Paris-based business...