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 maintaining privacy and safety in online arbitration (OArb), especially in a digital world...
By DeAndra Roaché, Theo Cheng, Daniel Urbas, George Friedman, Amy SchmitzThis article first appeared on the Financial Institutions Law Alert, here. Congressional rumblings about outlawing mandatory arbitration clauses are relatively common, but they have not been successful. Ever since a...
By Joseph CalabreseThe legislature and courts in India are making consistent and systematic attempts to create an arbitration-friendly atmosphere. Though some policy decisions may be contentious, the intention and earnestness to promote...
By Chirag Balyan
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