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21 May 2024, 9:01 pm by renholding
Recommendations The kinds of recommendations that are the subject of the Final Rule’s test track the three categories the DOL had included in its Proposal: Post-Rollover Investments – Recommendations as to the advisability of acquiring, holding, disposing of, or exchanging, securities or other investment property, as to investment strategy, or as to how securities or other investment property should be invested after the securities or other investment property are rolled over,… [read post]
1 May 2024, 7:00 am by Mike Habib, EA
Property Management: Smaller property management companies can handle a portfolio of rental properties with a team dedicated to tenant relations and maintenance. [read post]
20 Apr 2024, 8:07 am by Rob Robinson
On the corporate front, Ricoh’s strategic divestment of its eDiscovery Services to Array underscores a shift towards hybrid workplace solutions, aligning services more closely with the evolving needs of legal teams. [read post]
19 Apr 2024, 9:27 am by CFM Admin
Additionally, we’re pleased to welcome Afruz Sayah as an Associate and Stephanie Cepeda as a Paralegal for the Corporate and Transactional practice group. [read post]
27 Mar 2024, 9:01 pm by renholding
The Federal Deposit Insurance Corporation (FDIC) released a Proposed Statement of Policy on Bank Merger Transactions (the Proposal) that outlines the FDIC’s views on its jurisdiction and expectations with respect to each statutory factor under the Bank Merger Act (BMA). [read post]
25 Mar 2024, 10:00 pm by Sherica Celine
For example, a private equity investor is acquiring a new company to add to its investment portfolio. [read post]
23 Feb 2024, 4:34 am by Rob Robinson
The integration of artificial intelligence into these tools reflects a broader trend toward technology-driven solutions in legal and corporate settings. [read post]
16 Feb 2024, 5:00 am by The Petrie-Flom Center Staff
As wild utopian claims are legitimized through the apparatus of journalism during the hype cycle, external investors purchase shares, and consumers and corporations join the bandwagon. [read post]
17 Jan 2024, 5:37 pm by InvestorLawyers
When it was established in 2018, Lodging Fund III offered $100 million in common stock to investors, reportedly raising $75.3 million in proceeds from sales of stock as of the last quarter of 2020,  Lodging Fund REIT III is a Maryland corporation and focuses on holding a diversified portfolio of select service, limited service and extended stay hotels located in the heartland of America. [read post]
18 Dec 2023, 2:48 pm by CFM Admin
SEC Issues Risk Alert Clarifying Exam Selection Process for Registered Investment Advisers. [read post]
15 Dec 2023, 4:17 am by Rob Robinson
A seasoned veteran in the legal technology realm, Kevin has an expansive career portfolio, spanning over two decades across various esteemed law firms and legal service providers. [read post]
15 Nov 2023, 5:10 am by Rob Robinson
Based in Chicago, Acorn provides fully managed eDiscovery services to mid-size and regional law firms and corporate legal departments. [read post]
10 Oct 2023, 9:01 pm by renholding
[4] Economic activist investors are distinct from other activists, who seek to redirect companies’ resources in service of non-corporate-value-maximizin [read post]
9 Oct 2023, 9:05 pm by renholding
Mutual funds, especially passive investors like index funds, have weak incentives to monitor and acquire information about the companies in their portfolios. [read post]
19 Sep 2023, 7:58 am by Karina Lytvynska
After a few months of unemployment, I walked into Record Mirror with a portfolio of school plays, teenage adventures, and girlfriends. [read post]
17 Sep 2023, 8:40 am by Greg Lambert and Marlene Gebauer
As many of our listeners read recently, Christina is the new managing director of corporate for LexFusion and brings over 20 years of experience driving innovation in the Legal Services and Technology. [read post]
14 Sep 2023, 4:00 am by AALL Spectrum
Buyers/Clients have multiple questions as they manage their portfolio of suppliers and individual matters. [read post]
30 Aug 2023, 5:45 am by Jeff
The world of corporate taxation is complex and ever-changing, requiring expert guidance to navigate successfully. [read post]
30 Aug 2023, 5:44 am by Jeff
How to Choose the Right Tax Attorney Selecting an appropriate tax attorney requires thoughtful consideration. [read post]