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Recent Blog Posts

The ‘Protocol’ & What It Means to Financial Advisors

In 2004, Citigroup, Merrill Lynch and USB developed the Protocol for Broker Recruiting (the “Protocol”) to protect client information while giving clients an opportunity to more easily transition their accounts from one brokerage company to another when their financial advisors…

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Restrictive Covenants in the Social Media Age

The following article was featured in the Summer 2010 Edition of The Atlanta Bar Association’s Labor & Employment Law Section Newsletter.LinkedIn® and Restrictive Covenants:  Issues and Potential Pitfalls to Consider in the Age of Social MediaAlbert Einstein once stated that…

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