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Broker Research Bias Suits Dismissed

New York Post

A Manhattan federal court dismissed lawsuits accusing Goldman Sachs Group, Morgan Stanley and Merrill Lynch of misleading investors with biased research.

In scathing and sarcastic language, U.S. District Judge Milton Pollack made it clear that the blame for the Internet bubble bursting could not be laid at the feet of the brokerage firms.

He also called the investors in the case “high risk speculators” who “hope to twist the federal securities laws not a scheme of cost-free speculators’ insurance.”

In addition, the judge threw out a claim against former Merrill Lynch Internet analyst Henry Boldget.

“We are pleased with the court’s decision,” said a Merrill Lynch spokesman.

The case is the first ruling on the banks’ liability since 10 major Wall Street firms settled charges by government regulators that their research analyst issued conflicted research that was intended to help bankers win business rather than help investors make sound investment decisions.

The dismissal may not be precedent-setting for all individuals looking to hold Wall Street accountable for their losses, however.

FINRA arbitration is a dispute resolution process administered by the Financial Industry Regulatory Authority (FINRA). It provides a forum for resolving monetary disputes between investors and securities firms or brokers without going to court. The process is generally faster and less formal than traditional litigation, and decisions are made by a panel of arbitrators who are knowledgeable in securities law and industry practices. Arbitration through FINRA is binding, meaning the decision is final and enforceable in court. This process is commonly used for disputes involving investment losses, unsuitable recommendations, or misrepresentation. Investors must agree to arbitration in their brokerage agreements, often as a condition of opening an account. While arbitration can be a more efficient way to resolve disputes, it also has limitations, such as limited appeal options and potentially high costs. Despite these challenges, FINRA arbitration remains a crucial mechanism for investor protection and dispute resolution in the securities industry.