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US Settled
Securities Class Action Cases: Quarterly Disbursed Claims – Q2-2023
In Q2-2023, over $2.3 billion settled and over $1.6 billion was disbursed back to investors. For more information, contact your...
Case Spotlight US Settled
Case Spotlight: Wells Fargo – The Importance of Case Pace on Settlements
On May 16, 2023, the court granted preliminary approval for a $1B settlement of the securities class action against Wells Fargo. If...
Case Spotlight US Settled
Case Spotlight: Will the proposed Kraft Heinz settlement ‘cut the mustard’ with investors?
Hot dog! On May 11, 2023, the court granted preliminary approval of a $450 million cash settlement of the securities class action...

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Investment Operations
Five Insights into the Advisor-Client Relationship during COVID-19
At the start of summer, we interviewed financial advisors and leaders at wealth management firms to learn how they were responding and...
Investment Operations
Securities Class Actions Landscape: Three Trends from H1 2020 for Wealth Managers
Cornerstone Research recently published its Securities Class Action Filings 2020 Midyear Assessment. This blog post distills some of the...
Investment Operations
Many Rivers to Cross: How Wealth & Retail Firms are Navigating this New World Order
In March, the global pandemic came into this country like a lion but unfortunately has yet to go out like a lamb. American society—our...