The talent agency claims that agents who defected are skirting a law designed to prevent conflicts of interest. The ...

San Diego, CA, Jan. 21 ... This integration enables law firms to quickly transfer client data from Lawmatics to their case management platform, simplifying workflows and creating consistency ...

San Diego, CA, Jan. 21, 2025 (GLOBE NEWSWIRE) — Lawmatics, the leading growth platform for law firms, today announced a new integration with case management provider CARET Legal. This integration ...

The acquisitive wealth giant is extending its presence in Sacramento as it welcomes a $365 million advisor duo.

Salient Wealth Planning Group is the latest advisory team to leave Osaic after the integration of its broker/dealer entities.

Whether by partnering with outside professionals or gaining additional certifications or qualifications, advisors have been ...

SAN DIEGO, CALIFORNIA / ACCESS Newswire / January 21, 2025 / CARET Legal, a leading legal practice management ... CRM, client intake, and marketing automation platform for law firms.

Using this new structure, clients get an increased level of service and results. Instead of segregating a relationship to one ...

With clients willing and eager to help, advisors are offering guidance on giving strategies and how to make the most ...

California has a history of attracting outsiders, whether it’s the beaches, the promise of Hollywood, the national parks or ...

“If they were a product manufacturer, it would have stopped dead right there, because that crosses our line of independence,” ...