Diamond Consultants

MAY 27, 2022

But for advisors who have smart legal counsel in their corners, new firms that support them, and sound transition strategies, moves are made without issue—even though Jones tends to be a litigious firm. In fact, Jones advisors whose moves we facilitated did so without any legal consequences post-resignation.

Legal 52

Legal Law Firms Education 52

The Big Picture

JULY 2, 2024

Really a, a fascinating combination of legal insight and technology. So we got into Y Combinator the summer of 2016 just off of this legal analytics idea. Okay, I don’t think this legal analytics thing is gonna work out for you. So we normally aim to take around 30 or 40% of the case, depending on how long it goes for.

Legal 59

Legal Hedge Funds Financing Finance 59

Pension Pulse

SEPTEMBER 6, 2023

But in a partial victory for fund groups which opposed the rules, the Securities and Exchange Commission did not proceed with proposals that would have expanded funds' legal liability and outright banned arrangements that allow some investors special terms. In fact, there is already legal pushback from the industry.

Hedge Funds 64

Hedge Funds Securities and Exchange Commission (SEC) Pension Funds Funds 64

The Big Picture

AUGUST 8, 2022

ADMATI: And so, now, that’s my current interest, which is the corporation, as a legal person, they are not a set of assets owned by shareholders. How do they — how does the corporation, as a legal person, interact with the rule of law in general? They are a separate thing, right? Twitter is a thing. They have a board.

Banks 81

Banks Debt Financing Finance 81

The Motley Fool

AUGUST 21, 2023

Currently, we have two Fortune 15 companies, one major consulting firm, a global F&B brand, and a leading law firm using Zoom Team Chat as a core means of text-based communications. Both results include the approximately $60 million cash payment related to the legal settlement that we discussed last quarter.

Leveraging 130

Leveraging Banks Taxes Due Diligence 130

Sara Grillo

APRIL 11, 2022

I am a CFA® charterholder and financial advisor marketing consultant. I am an irreverent and fun marketing consultant for financial advisors. Hard to scale – You can hire a paraplanner to work for you just as law firms hire paralegals. For advise on such matters, contact a legal or compliance advisor.

Portfolios 52

Portfolios Investors Consulting Consultants 52

The Big Picture

APRIL 25, 2023

He is the founder of MarketCounsel, which is one of the leading firms in that space, as well as the Hamburger Law Firm. And so, as advisors look to leave these big enterprises and go independent, one of the biggest things we need to train them on is the distinction between compliance, legal, and risk. HAMBURGER: Exactly.

Legal 64

Legal Law Firms Consulting Consultants 64

The Big Picture

AUGUST 23, 2022

And my very first experience was actually before I joined Salomon Brothers, I had another job at the Boston Consulting Group. I didn’t want to be a consultant. He worked for an American law firm and he was one of these people who can literally do 10 things of the time it takes another lawyer to do one.

Legal 128

Legal Banks Law Firms Taxes 128