Sentences with phrase «clients of other firms»

In fact, lawyers who solicit and utilize other marketing techniques and alternative billing arrangements may find many disenchanted clients of other firms receptive to the idea of changing lawyers.

Not exact matches

«The larger exemption provides a lot of planning opportunities for people who own businesses or other assets that they expect to go up in value,» said Michelle Canerday, head of the private client group in Chicago for law firm Nixon Peabody.

For example, does a potential client have a history of unsuccessful past working relationships with other firms or seems unnecessarily nitpicky before you've even shook hands to seal the deal?

And when you have the largest firms generating so much of their profits from other activities, it is really hard to put the client first.

They also are in negotiations with other advisors who would be interested in using Hammond's firm as a succession partner to protect the value of their practices, both for their loved ones and their clients.

«Our firm created this based on hours of research on other companies guidelines, to help streamline the process for our clients.»

Mermelstein says the same scenario is playing out with many of the firms» other big banking clients there.

The firm's hard - driving, solution - oriented sales culture has produced a new set of clients in a space that may seem to have little in common with energy giants and others in infrastructure.

Any SEO firm worth hiring for link - building services should be able to provide samples of high - quality links built for other clients and explain the process of how they were procured.

Heenan Blaikie said this would also ensure a harmonious transfer of clients «files to other law firms.

In September, Deloitte, one of the world's largest accounting firms, reported that hackers breached the company's email, accessing sensitive information on 350 clients, including the U.S. government, banks, and other corporations.

The first thing to emphasize with clients, said Roger Ma, certified financial planner and founder of financial planning firm lifelaidout, is not only their new home state's income taxes — if there are, indeed, any — but all its other taxes, such as property taxes, sales taxes, inheritance and estate taxes.

We interviewed Brian Mitts via telephone on November 22, 2013 in order to gain a better understanding of NHF and why it was challenging for our firm to compare it to other closed - end funds that we track for our weekly Universe data service and for client accounts.

«It's very difficult to go in front of an investment committee and defend why you are staying when others are leaving,» said Brad Balter, head of Balter Capital Management LLC, a Boston - based firm that invests in hedge funds on behalf of its clients.

This search process included interviews with various consulting firms and checking references with other clients of the firms under consideration.

Gilbreath explains that while other firms may have hundreds of clients, Ahalogy goes deep with a smaller number — they even turn down customers when they don't feel that they would benefit from the optimization and marketing assistance Ahalogy currently offers.

In the bet, Buffett picked a Vanguard fund that tracks the S&P 500, while Protégé Partners, a firm that puts clients» money into funds made up of hedge funds, took the other side of the bet with five of its funds.

Securities industry regulations require that brokerage firms inform their clients of their plans to address the possibility of a business disruption that potentially results from power outages, natural disasters, or other events.

If every other firm lost roughly the same percentage of money for their clients in a down year, why bother jumping ship to a competing firm if you were a client, right?

In return, those advisers would agree not to solicit other clients from their old shop to join their new firm unless it was compensated for the loss of business.

Legislative leaders fought to keep the Moreland Commission to Investigate Public Corruption, which was convened by Governor Andrew Cuomo, from subpoenaing records from their firms and others that employ legislators that would detail the extent of their work and their exact clients.

His bid to shift to the other chamber of the state legislature was only possible with the blessing of Congressman Joe Crowley, the Queens political boss; his campaign is backed by the unions — including the UFT, SEIU 1199, and 32BJ — who have the most clout in Albany; and Peralta's campaign strategist is from the Parkside Group, a firm that is amassing a list of Senate electoral clients nearly as long as its list of corporate lobbying clients.

So far, none of Global's clients have jettisoned the firm, despite the best efforts of at least one other Republican challenger.

Disclosure would not be required of other clients at firms that employ legislators unless a legislator specifically assisted them, officials said.

The other is Normington Petts, a polling and campaign strategy firm with a roster of former Democratic clients, including Obama, several governors, the DGA, and the Democratic Congressional and Senatorial campaign committees.

The scheme provided SILVER with two different streams of unlawful income: (i) approximately $ 700,000 in kickbacks SILVER received by steering two real estate developers with business before the state legislature to a law firm with which he was associated, and (ii) more than $ 3 million in asbestos client referral fees SILVER received by, among other official acts, awarding $ 500,000 in state grants to a university research center of a physician who referred patients made ill by asbestos to SILVER at Weitz & Luxenberg.

Ironically, while Hinton joined a firm with a long list of major business clients, she maintains a hostile - to - the - private - sector posture in a self - description on her personal Twitter page: «Taking on big oil, big banks & other big bullies one tweet at a time in Washington DC & New York.»

In a culture in which it can almost seem eccentric not to be «of counsel» to a major law firm that represents clients with state business, say, or to have a beef with the practice of steering pork, tax breaks or other public benefit to political donors, this sets significant precedent.

BKSH is the successor to the lobbying firm of his father, Peter Galbraith Kelly Sr., himself a leading Democrat who was a partner with Paul Manafort, Roger Stone, and Lee Atwater in Black, Manafort, Stone and Kelly, which represented, among other clients, dictators Mobutu of Zaire and Ferdinand Marcos of The Philippines, Senators Jesse Helms and Phil Gramm, and Bethlehem Steel and the Tobacco Institute.

Fifty billion dollars has vanished — money from clients and others firms, most of whom clamored for Madoff's attention and begged to get in on his fabulous record of returns.

On the other hand, brick and mortar types of firms are only available for clients for specific time periods.

Hilltop's decision led to the March departure of veteran banker Drew Masterson, who formed his own financial advisory firm in Houston to represent charter schools, including Yes Prep, a charter district he once served on a pro-bono basis, as well as clients in other sectors.

As he said, the list includes «companies that were clients of my consulting firm — Esty Environmental Partners — who had the potential to do business or are doing business in Connecticut, and organizations for which I served in recent years on the Board of Directors or other advisory role.»

Boillot is CEO of HB Agency, an integrated marketing firm building brands for such clients as HP, ING, EMC, and many other companies.

In this way, we're sort of like a law firm or some other organization that provides a specialized service for a limited number of clients.

ML Wealth does not participate, at this time, in wrap fee programs, which are arrangements between broker - dealers, investment advisers, banks and other financial institutions and affiliated and unaffiliated investment advisers through which the clients of such firms receive discretionary investment advisory, execution, clearing and custodial services in a «bundled» form.

Another difference between full service brokers and other types of brokers is that full service brokerage firms maintain an inventory of various bonds to offer directly to clients.

Annie is responsible for client account maintenance, trade support, reporting, and other daily operations of the Firm.

In these roles, she interfaces with clients, attorneys, accountants, custodians, brokers, and other vendors on behalf of the Firm.

We interviewed Brian Mitts via telephone on November 22, 2013 in order to gain a better understanding of NHF and why it was challenging for our firm to compare it to other closed - end funds that we track for our weekly Universe data service and for client accounts.

He established this firm shortly thereafter to help other borrowers who feel alone and overwhelmed by a student debt issue, and he has since helped hundreds of clients work through major problems with their student loans.

By contrast, there are other firms, such as Personal Capital and my firm, Rebalance IRA, where we have similar investment philosophies and similar use of technology, but we have real, live investment advisors who deal extensively with clients and match them with the right asset allocation, low - cost underlying portfolios, very low cost, and disciplined rebalancing, which is really an essential risk management and return tool.

Currently, many brokerage firms and others providing retirement investment advice outside of a fiduciary standard are structured to maximize the sale of investment «products» and maximize profits, regardless of the implications for their clients.

Tens of thousands of clients have switched over to firms like ours from brokerage firms and others.

Overall, I think Neil Record's done an excellent job of institutionalising the firm, and I see no reason to anticipate any key - man risk (or major strategy / client changes) if / when he or any other long - term senior execs finally depart.

«NCAs should make sure that firms do not offer higher leverage to clients who do have less knowledge and experience of trading CFDs and other leveraged speculative products or to clients who are worse performing traders,» the ESMA said.

Unlike other law firms that advertise bankruptcy services, we specialize in Minnesota bankruptcy — it's all we do — and our team of experienced bankruptcy specialists are out in the real - world every day helping our clients regain their freedom from outstanding credit card debt.

Scalping, like other forms of trading has its own set of rules and regulations that firms put in place to protect themselves and the clients trading needs.

For all other Client Accounts, the Firm decides whether to vote a proxy on behalf of its Discretionary Accounts after considering whether the proposal will have a material effect on the Firm's investment strategy for Discretionary Accounts.

At the request of a Client Account or Investor (other than a Client Account that is a registered investment company under the ICA (a «Registered Fund»)-RRB-, the Firm provides that Client Account or Investor with a copy of this Part VII and a report summarizing all proxy solicitations the Firm received with respect to that Client Account during the period requested and action taken by the Firm on each such proxy.