We'd like to thank Neal, Gerber & Eisenberg LLP ,Larkin Hoffman, Foley Hoag LLP, Signature Resolution, Nossaman LLP, Jaburg Wilk, and Dykema for being Gold sponsors of the ICLC Midyear Meeting. Thank you so much for making it all possible!
ABA TIPS ICLC’s Post
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We are excited to share that Wolf Popper LLP’s Director of Client Services, Doug Borths, has been appointed to the NPPFA- National Public Pension Fund Association advisory board. #NPPFA #publicsafety #retirementsecurity #publicpensions #publicfunds #plansponsors #tafthartley #unions #unionstrong #tafthartleypensions #innovation #plansponsor #continuingeducationcredits #portfoliomanagement #investmentmanagement #fiduciaryduty #continuingeducation #PortfolioMonitoring #governance #ESG #compliance #conference #sustainability #transparency #leadershipdevelopment #corporategovernance #investmentmanagement #DefinedBenefits #governance #professionaldevelopment #Fiduciary #cecredits #pensions #retirement #litigation #fiduciaryeducation #fiduciaryresponsibility #riskmanagement #riskmanagementmitigation #liabilitymitigation #fiduciaryenhancement #securitieslitigation #shareholderactivism #wolfpopperllp #lawfirm #SecuritiesClassAction #classactions #legal #legalservices #attorney #leadplaintiff #investors #shareholder #classactionlawsuit #classaction #shareholders
We are excited to share that Doug Borths has been appointed to the NPPFA Advisory Board!
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Congratulations to our Director, Scott Daniels BA(Hons) FPFS Cert CII (MP), for nabbing a finalist spot for Paraplanner of the Year 2023 with St. James's Place! 🎉 Getting to be a dab hand at these awards aren't you? 😉 You'll next find Scott at the Professional Adviser Awards 2024 in March, anxiously waiting to see if Fluid scoops the prize for Best Technology Provider of the Year. #paraplanning #financialadvice #financialplanning
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Here's to 4 Years Celebrating the incredible journey of Sieg Stander and Meyer Bosman, who joined our PWM Mossel Bay team from Old Mutual 4 years ago on the 1st of March. Your dedication and expertise have been integral to our success. Here's to many more milestones together! Private Wealth Management (Pty) Ltd | An Authorised Financial Services Provider | FSP 50787 | https://bit.ly/48dARcz #WealthManagement #GlobalMoneyWeek #SAEconomy #FinancialPlanning #PlanningAhead #FinancialManagement #FinancialWealthManagement
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FFL Influence is on the RISE! 🔥 Alex and Adam made sure to always get front row seats at convention because they new it would impact their busines! #ffl #familyfirstlife #fflinspiregroup #lifeinsurance #lifeinsurancebroker #lifeinsuranceagency #bestbusinessever
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Our partner Omonike Robinson-Pickering, and associates Akeem Robinson and Vivian Kwan discuss the need for a BVI Grant of Representation. They explain that high net worth individuals commonly hold their wealth via shares in BVI business companies and what that looks like in the event of an individuals' death. Read the full article, here: https://lnkd.in/gfgsWvPy
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I’m really looking forward to joining up with Christian and Ash to talk about the implications of the Consumer Duty for financial advisers’ ongoing services in this Thursday’s webinar (see link below). Don’t let the proliferation of middle-aged bearded men put you off - it should be a really interesting session focused on both the theory and practice of ongoing service design/delivery. #fca #consumerduty #retailinvestments #financialadvisers #regulationspecialists
On Thursday, we’re teaming up with Bovill’s Michael Lawrence and Christian Markwick Dip PFS of The Verve Group to deliver a fast-paced, no-nonsense #webinar on the implications of the FCA’s ongoing services review. Register free to watch live and on-demand 👉 https://lnkd.in/e_Dt-EYq Ash Weston #FCA #OngoingServicesReview #CPD #FinancialAdviser
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“Making a dry topic interesting”/“bringing quite technical updates to life” - when talking Financial Reporting this is high praise indeed. A big thank you to Claire Sofield for organising and co-hosting, and to all of those that attended. There are big changes ahead for all size businesses and having the right support is important. I’ve supported clients through IFRS15&16 and we are gearing up for FRS102 changes. Get in touch if you need support, have questions or want to attend our next insight session. #financedirector #cpd
MD at Four, supporting great businesses with their recruitment strategy. Expert in placing FD’s/CFO’s across the North West. Passionate about self development, mental health and talking openly around fertility challenges
A full house at our FD event this morning in partnership with Sedulo, thanks to Diccon Thornely and David Evans for bringing quite technical updates to life! I’ll be hosting events like these quarterly which I know given the changes in CPD requirements if you’re chartered will prove to be especially useful. As a member of the FD group I run you get first refusal and free tickets to these events so if you’re not part of the group and would like to be get in touch! #financedirector #cfo #cpd
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"I gained a deeper understanding about newer topics, such as bankruptcy and lien law. Now, I am confident in my knowledge and skills which will broaden my career prospects. For anyone who may also be suffering from low self-confidence on this journey, just know that you are worthy and keep trying.” Read about Crystal Carpenter, CCE and her journey! Way to go, Crystal! 👑
🌟Today, we're back with another member spotlight to celebrate NACM Southwest's Crystal Carpenter, CCE from SLB, who recently earned her CCE! 📖Read about her journey in today's blog! https://lnkd.in/gqSe5RMJ . . . #NACM #award #creditmanagement #crediteducation #certification #designation #buisnesscredit #b2btrade
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The #TeamSPB corporate practice in Leeds has put together 35 deals in H1! Take a look at some of the highlights below
Insurance Coverage and EC Lawyer in MO/IL • Author of Coverage Review Newsletter • Host of Tales From Insurance Land Podcast
8moGreat conference!