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Miscellaneous Financial Investment Activities

This U.S. industry comprises establishments primarily engaged in acting as agents and/or brokers (except securities brokerages and commodity contracts brokerages) in buying or selling financial contracts and those providing financial investment services (except securities and commodity exchanges; portfolio management; investment advice; and trust, fiduciary, and custody services) on a fee or commission basis.

Is Expert Opinion Based Solely on Experience Admissible?

Court rules expert testimony based solely on experience may be admissible under Federal Rule of Evidence 702, notwithstanding Daubert requirements.

Is Expert Opinion Based Solely on Experience Admissible?

Court rules expert testimony based solely on experience may be admissible under Federal Rule of Evidence 702, notwithstanding Daubert requirements.

Broyles v. Cantor Fitzgerald & Co.

Court rules expert testimony based solely on experience may be admissible under Federal Rule of Evidence 702, notwithstanding Daubert requirements.

Adams v. Adams

Massachusetts Supreme Judicial Court rejects direct capitalization method for valuing hedge fund partnership interest, finding DCF method is more appropriate, plus tax-affecting.

Susan Folse McClanahan v. Jack McClanahan

The Louisiana Court of Appeal for the 5th Circuit determined that a lower court erred when it characterized and valued a subsidiary of the husband’s separate property business, that came into existence during the marriage, as community property. It dete ...

Subsidiary of Separate Property Company Formed During the Marriage Is Separate Property

The Louisiana Court of Appeal for the Fifth Circuit determined that a lower court erred when it characterized and valued a subsidiary of the husband’s separate property business, that came into existence during the marriage, as community property. It dete ...

DMC Investment Corporation v. Pinecrest Investment Co., et al.

The Utah Supreme Court valued a 50% interest in a joint venture, holding a shopping mall, held by a limited partnership.

Value Equal to What Seller Accepted, Not What Buyer Offered

The Utah Supreme Court valued a 50% interest in a joint venture, holding a shopping mall, held by a limited partnership.

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