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Blogs

David Lerner Assoc. – Apple REITs

Our Law Firm is investigating the sales practices of David Lerner Associates (“DLA”) who solicited many of its customers to invest in illiquid real estate investment...

Tough Finra proposal aims to bring nontraded-REIT pricing up to par

The following story appeared in Investment News on September 30, 2011. Regulator wants commissions subtracted right away from value shown on statements; 'pendulum has swung...

FINRA Orders Raymond James & Associates, Inc. and Raymond James Financial Services, Inc. to Pay $1.69 Million in Restitution for Charging Unfair Commissions

The Financial Industry Regulatory Authority (FINRA) ordered Raymond James & Associates, Inc. (RJA) and Raymond James Financial Services, Inc. (RJFS) to pay restitution of $1.69...

Gibraltar Partners and Rahfco Funds

Our law firm is presently investigating Edward Jones' supervisory practices and procedures in connetion with two of the firm's brokers who were allegedly engaged in "selling away" resulting in...

Hedge Fund Sues Morgan Stanley Over Sino-Forest Options Deal

The following story appeared on Bloomberg on September 23, 2011: Hedge fund Oasis Management LLC sued Morgan Stanley for C$9.5 million ($9.3 million) over options...

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