Recent News

Weekly Report – 6/19/17

June 19, 2017

In Financial Advisor IQ, on 6/14/17, it was reported that a former Morgan Stanley financial consultant was the subject of a securities regulatory action by the Financial Industry Regulatory Authority (FINRA) alleging that he had concealed losses in a client’s investment account.  According to the article, FINRA alleged that Kim Dee Isaacson had misrepresented the…

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Law Firms of Ciklin Lubitz, Silver Law Group and David R. Chase, P.A. Investigating Customer Claims Against JP Morgan

March 7, 2017

Securities Arbitration and Investment Litigation Lawyers with multiple law firms are investigating customer claims against JP Morgan March 07, 2017 17:46 ET | Source: David R. Chase, P.A. FORT LAUDERDALE, Fla., March 07, 2017 (GLOBE NEWSWIRE) — The securities arbitration and investment litigation lawyers at the Ciklin Lubitz Law Firm, The Law Firm of David…

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Will the Recent Election Impact Your Investment Portfolio?

November 17, 2016

As of now it is pure speculation as to what (if any) policies the new administration might offer could serve to impact investor portfolios. As a recent presidential candidate, Donald Trump has made reference to a market bubble and plenty of commentators have noted that a rise in interest rates could potentially result in a…

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SunEdison files for Bankruptcy

The Sun has Set at SunEdison – The Company is Bankrupt!

April 27, 2016

The securities arbitration and investment litigation group at Ciklin Lubitz & O’Connell is currently investigating cases relating to client investments in SunEdison, Inc. (SunEdison – Ticker Symbol: SUNE), one of the nation’s largest providers of electricity and renewable energy, which announced on April 21, 2016, that it has filed for Chapter 11 Bankruptcy. In a…

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Bull Market in Wall Street

Stop calling this the “most hated bull market in history”

April 26, 2016

Although USA Today and other media channels have taken a liking to this phrase to describe the market conditions, there does not appear to be support for the idea. Rather, the author’s research in the attached article reflects something very different, that our economy is just coming off one of the longest sustained period of…

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DOL Addresses conflicts of interest in retirement advice

Fiduciary Rule Equalizes System For Clients, Financial Advisors

April 20, 2016

U.S. financial advisors will now be required to put their clients’ best interests before their own profits.  This is a new law known as the Department of Labor’s (DOL’s) fiduciary rule or fiduciary standard.

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