Barry and Donna Rowland (“Rowland”) first enlisted Sandy Morris and her Florida-based firm, Sandy Morris Financial LLC (“SMF”), for financial planning advice in 2014. After the couple moved to North Carolina, they continued to use SMF for financial services and, in 2017, hired Morris and SMF to manage their investment accounts. Pursuant to this expanded scope of work, SMF provided Rowland with several documents for signature, including the firm’s Asset Management Agreement (“AMA”), in a fifty-four-page PDF. After Mr. Rowland signed and returned this document through Docusign, it was signed by SMF’s Chief Compliance Officer….
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In this round of Arbitration Tips-N-Tools, Professor Amy Schmitz asks some of the leading arbitration practitioners about hiring a third party to assist with virtual hearings, especially in a digital...
By Marsha Ternus, Deborah Hylton, Michael Pitton, Amy SchmitzThis article was first published in CPR Speaks, The Blog of the CPR Institute, here. The U.S. Supreme Court ruled this morning that employers may require their workers to arbitrate...
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By Chirag Balyan
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