Category: Mutual Funds Articles

Erez Law is currently investigating former Credit Suisse Securities financial advisor Sanford Michael Katz (a.k.a. Sandy) (CRD# 1558898) regarding breach of fiduciary duty in connection with the purchase and recommendation of mutual fund shares for his clients. Katz has been … Continue reading →

Erez Law is currently investigating SunTrust Banks and its broker-dealer and insurance arm of the company, SunTrust Investment Services, regarding allegations that brokers across the country recommended costly mutual funds when cheaper options were available for those customers. The U.S. … Continue reading →