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Investment Operations
February 8, 2021
Jenn Rothenberg
FRT Partnership Update: Citco Insights – January 2021
FRT is proud to be a strategic partner with Citco – empowering their clients with our industry-leading solutions to address the...
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Investment Operations
November 3, 2020
FRT Marketing
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...
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Investment Operations
August 25, 2020
FRT Marketing
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...
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Claims Monetization Investment Operations
July 13, 2020
FRT Admin
COVID-19’s Impact on the Securities Class Action Landscape: Fund Closures and Next Steps
Recent market volatility and financial market dislocations arising from COVID-19 have led to an increase in fund closings and as...
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Claims Monetization Investment Operations
July 6, 2020
FRT Admin
Securities Class Action Cases: Quarterly Disbursed Claims – Q2-2020
In Q2-2020, over $811 million of settlement funds were distributed across 23 settlements, a 38% increase from Q1-2020. For more...
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Investment Operations
June 30, 2020
Jenn Rothenberg
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...
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