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Advisor Group s Triad Advisors settles FINRA case for $705K

Investment Management Update - December 2021 | Skadden, Arps, Slate, Meagher & Flom LLP

In this issue, we cover regulatory developments impacting the investment management sector, including proposed legislation supported by the Investment Company Institute to address.

LJM Funds Investor Alert: Goldman Scarlato & Penny Investor Rights Lawyers Evaluate Potential Claims on Behalf of LJM Investors

For FINRA, Unlike The SEC, Blaming The BD Always Seems To Be The Answer | Ulmer & Berne LLP

To embed, copy and paste the code into your website or blog: FINRA Enforcement has often been accused (again, admittedly, by me, and not too infrequently) of going after the “low-hanging fruit,” that is, taking the easy case when it presents itself.  Putting aside the question whether this observation is accurate or not – for what it’s worth, I think the answer is that it is often, but not always, true – a recent case triggers a better, more nuanced question: does FINRA Enforcement sometimes bring the wrong case, because it is easier? Here is what made me think of this: a series of cases concerning a mutual fund called the LJM Preservation & Growth Fund (the “LJM Fund”).  You probably recall hearing about it.  The LJM Fund was a so-called “alternative” mutual fund.  Here is how FINRA defines that:

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