In the Media

USA Herald (February 15, 2024) By Rihem Akkouche In a fiery House subcommittee hearing, Republican lawmakers fiercely criticized the U.S. Department of Labor‘s (DOL) proposal to broaden the scope of…
InvestmentNews (February 15, 2024) By Josh Welsh Democrats at a House hearing say the retirement rule will ensure workers, retirees and retirement plan sponsors receive advice that is in their best…
JDSupra (February 13, 2024) By Christopher Grobbel, Peter LaVigne, Nicholas Losurdo Goodwin Firms will be able to treat private residences from which certain supervisory activity is conducted as non…
Barron's (February 6, 2024) By Kenneth Corbin Democratic lawmakers are calling for an end to the use of mandatory arbitration proceedings to settle disputes between clients and financial advisors.…
MSN via Barron's (February 6, 2024) By Kenneth Corbin Democratic lawmakers are calling for an end to the use of mandatory arbitration proceedings to settle disputes between clients and financial…
WealthManagement (February 6, 2024) By Patrick Donachie The “Investor Choice Act” would prohibit b/ds and advisors from mandating client arbitration. Additionally, PIABA and other investor advocates…
Wealth Advisor (February 6, 2024)  Legislators are intensifying their calls for the reform of arbitration processes involving disputes between clients and wealth advisors. This marks a significant…
Financial Advisor (February 2, 2024) By Tracey Longo Seven prominent investor advocacy groups have formed a coalition to turn up the heat on the Securities and Exchange Commission and Congress to…
Advisor.ca (February 2, 2024) By James Langton Firms use forced arbitration to discourage clients from pursuing complaints. U.S. investor and consumer advocates are teaming up to escalate their…
Financial Advisor IQ (February 2, 2024) By Glenn Koch The newly formed Investor Advocacy Coalition is calling on the Securities and Exchange Commission to review registered investment advisors’…