Investment Fraud Lawyers

Brookfield Finalizes Watermark Lodging Trust REIT Acquisition in Cash for $3.8B

Brookfield managed private real estate trusts are set to acquire the publicly registered non-traded real estate investment trust (REIT), Watermark Lodging Trust, Inc. It will be an all-cash transaction and the price agreed is $3.8 billion, taking into account the assumption of debt as well as preferred equity. Unfortunately, many Watermark REIT investors will receive […]

Brookfield Finalizes Watermark Lodging Trust REIT Acquisition in Cash for $3.8B Read More »

Tom Hulick of Strategy Asset Managers Faces $500,000 Investor Complaint

Tom Hulick Strategy Asset Managers Investigation: What Investors Should Know Haselkorn & Thibaut has opened an investigation into Tom Hulick, a Pasadena, California-based financial advisor currently registered with Strategy Asset Managers. If you’ve worked with Tom Hulick or Hulick Capital Management and experienced investment losses, understanding the recent developments surrounding this advisor could be crucial

Tom Hulick of Strategy Asset Managers Faces $500,000 Investor Complaint Read More »

Aegis Capital Investigation For GWG Holdings L Bonds

Haselkorn & Thibaut are currently investigating Aegis Capital for several issues including the sales of GWG Holdings L Bonds and other investment products. It is alleged that financial advisors at Aegis Capital did several things including misrepresenting the true risk of the investment, overconcentrated the holdings of clients, and not properly supervising. In January, GWG

Aegis Capital Investigation For GWG Holdings L Bonds Read More »

Allianz Structured Alpha: Allianz SE Pleads Guilty and Agrees to Pay $5.8 Billion

After concealing the risks faced by a set of its fund managers that crashed during global market fluctuations, an Allianz Structured Alpha (SE) unit will plead guilty to wrongdoing and has agreed to pay $5.8 billion. Allianz Global Investors US, a fully owned subsidiary of the German insurer, shall admit guilt to a federal charge

Allianz Structured Alpha: Allianz SE Pleads Guilty and Agrees to Pay $5.8 Billion Read More »

Steven Muntin (Taylor & Morgan Asset Management) Fined $314K For Fraud on Elderly Client

The Securities and Exchange Commission (SEC) has been successful in obtaining a final judgment against Steven Muntin, a registered investment advisor who worked with Taylor & Morgan Asset Management (TMA) for four years, on a charge of having defrauded a client out of over $314,000. Michigan-based Muntin has been ordered by a district court in

Steven Muntin (Taylor & Morgan Asset Management) Fined $314K For Fraud on Elderly Client Read More »