Sentences with phrase «note to his clients where»

Piper Jaffray's Gene Munster, a long time Apple analyst has released a research note to his clients where he has given his predictions on Apple's rumored low - cost iPhone 5C, the next generation iPhone, iPhone 5S, and other products expected to be launched this year and early next year.

Not exact matches

This skew is stronger than iPhone 8 where 45 % opted for 256 GB model,» RBC analyst Amit Daryanani wrote in a note to clients on Sunday.

«We are in the sweet spot between Amazon investment cycles where new fulfillment / data centers are driving accelerating revenue growth while incremental capacity utilization is driving margin expansion,» Goldman Sachs analyst Heath Terry wrote in a note to clients Friday.

We are not suggesting that QBE is not a quality insurer, however it remains in its turnaround phase and there remain much cheaper companies out there where business - loss risk is a lot lower in our view,» he said in a note to clients.

«We expect the S&P 500 to... boldly go where it has never gone before,» Mr. Bianco wrote in a note to clients.

Bitcoin will double to $ 5,000 next year, and reach $ 25,000 to $ 50,000 in the next decade, the Miami Beach, Florida - based Moas said in a note to clients Wednesday, where he also disclosed he bought «a little bit» of litecoin, bitcoin and ethereum in a Coinbase.com account.

We noted in that January 3, 2018 newsletter, Grantham warned value investors that during a melt - up — where prices not only rise but rise at an accelerating rate, «prudent preparation for a downturn will take a psychological toll and make you feel awful, because the average client is going to lose patience».

As noted in the article, I've heard [more] recently that TD Ameritrade will open accounts for non-US residents, probably excluding countries where they have separate sites, as long as the prospective client has the funds to put in the account.

Please note: Our goal is to see all our clients and patients on time, and although we have contingencies for emergencies, there will be times where the unexpected will create delays.

But it's important to note that it's not just about litigation, where there is another side (though it often is about criminal law, where as Jordan says, and the criminal lawyer in the article says, the public is inclined to associate lawyers with their clients).

CRM goes against the grain of lawyers» personalities, requiring them to share client information that they prefer to hold close to the chest and requiring them to enter detailed notes on matters where just getting them to log time is difficult.

It may not be the same as storing all client documents and privileged notes on Google Drive, but it is easy to imagine a scenario where a client's interests could be prejudiced if an adverse party gained specific knowledge of the queries that client's lawyer has used and the concepts they are considering in relation to the defense or prosecution of a claim.

Any firm that has attempted to trace where its entertainment expenses are going, particularly tickets to sporting events and usage of stadium loges, will quickly note the small clients are entertained with a frequency disproportionate to their revenue contribution.

Kelly also notes that DLA wants to «focus on the markets where our clients are.»

Having worked in this specific niche area for 13 years, the majority, noting not all of my clients, refer to points in their lives, many years before any sexual awakening, where they felt «different».

Privilege is more likely to attach to interview notes where the interview is conducted by counsel (internal or external) for the purpose of advising the client.

The following will not be protected by EU legal professional privilege: legal advice of a general nature (ie, not connected to the client's rights of defence or the subject matter of the investigation), internal company communications with an in - house lawyer, communications between a company and its external lawyer qualified only in the US, internal reports or documents that were sent to a lawyer but that were not created for the exclusive purpose of seeking legal advice and file notes of meetings with lawyers, unless those notes record advice received from an EEA qualified external lawyer, and documents created during an internal investigation (where the client's rights of defence are not engaged).

However, in instances where a particularly aggressive strategy can lead to an advantage for the client, it is important to go through the exercise of documenting the strategy in internal memoranda and counsel notes.

As well as the management areas noted above our client's have access to Bill's knowledge within this area of law where he can provide tailored advice as to the best practice approach to recovery of debt due.

Brown posits that clients will determine the expertise required and where to find it, noting that it might come from more than one source.

As noted by Andrew Smith J, the authorities did not clearly establish the correct test of causation where a lawyer is negligent in forming his opinion upon legal or other questions in order to advise or to act for his client.

Gluckstein also noted reports from Australia where lawyers who left the large, publicly traded firms said they were told that they had to sell certain products to clients.

I fervently hope that the report of the Bonkalo Review will recommend access by family litigants to trained and regulated paralegals who could ``... conduct an intake interview with a family client, noting where a (specified) complex issue may need to be referred to a family lawyer... (and) could complete the application for divorce, the response to an application, and prepare and finalize an affidavit.»

Feb. 8, 2010)(dismissing disciplinary complaints against Connecticut lawyers for participating in ClearBankruptcy.com and TotalBankruptcy.com, noting that the websites did not endorse participating lawyers but bore disclaimers to the contrary and required potential clients to initiate contact by visiting the websites and voluntarily providing information); Arizona Op. 11 - 02 (lawyer may join an internet group advertisement listing no more than one lawyer for each zip code if program does not imply endorsement, if it is labelled as advertising, and if lawyer has paid for exclusive zip code listing); District of Columbia Op. 302 (lawyers may pursue legal work through paying a fee to access web page where potential clients post requests for bids on legal work); Nassau County (N.Y.) Ethics Op. 01 - 4, 17 Law.

Sandra E. Lamb, a lifestyle, career and etiquette expert as well as the author of «How to Write It,» «Personal Notes» and «Write the Right Words,» said that she's had clients use video resumes «very successfully in situations where it's their stock in trade.»

REALTOR ® Q concluded her defense noting that while Standard of Practice 16 - 13 requires REALTORS ® to conduct dealings related to exclusively listed property with the client's agent, there is an exception in cases where dealings are initiated by an exclusively - represented client.

Virtuoso CEO Matthew Upchurch notes that clients often don't have a specific idea about what they want to do or even where they want to go.

======== And, an example noted by the buyer at Carolyne's Clients Speak, wherein he netted thousands of dollars by following my advice, and another client, a seller, noted that I saved him from making many mistakes (therefore big dollars) and a couple of others who were going through nasty divorce situations, where, as the agent I am often called upon to tread water (btw, should each spouse have their own REALTOR (r)?)

In all cases where a licensee receives a referral fee, air miles or any other form of reward or benefit for referring a client to such individuals as noted above, the licensee must make written disclosure of both the source of the remuneration, the amount or method of calculation of the remuneration and any other relevant facts relating to the remuneration.

The private client dashboard is designed to provide users with a customized space where they can develop personalized profiles, manage favorites, save searches, control listing alerts, and add notes about prospective properties.