Видео 174
Просмотров 25 868

9:55

Engaging an Investment Banker Before Selling a Business

2:40

Michigan Supreme Court Breaking News: Minimum Wage Increase and Earned Sick Time is Back

8:24

What CEOs Need to Know About Compliance

3:13

Protecting Client Relationships During the M&A Transaction

4:04

2023 Diversity, Equity + Inclusion Annual Report: Accountability Pillar

3:15

Getting Ready To Sell Your Investment Advisory Business - Sarah Harper

Sarah Harper is today’s featured attorney in this episode of our Legally Speaking: Broker-dealer and Investment Adviser Industry Insights vlog. A member of Warner’s Mergers and Acquisitions Practice Group and Funds and Investments Industry Group, Sarah specializes in investment adviser and broker-dealer transactions. She provides valuable considerations when preparing to sell your investment advisory business and covers these essential steps in detail:
1. Assess your readiness and motivation.
2. Prepare for the transaction and identify potential buyers.
3. Conduct due diligence and define key deal terms.
4. Address regulatory concerns.
By following these steps, businesses will be more equipped...

Видео

9:55

Michigan Issues Important ESTA Updates

Просмотров 29621 день назад

Steve Palazzolo brings you the latest Warner Employment News from the Law Shanty episode on Michigan’s new guidance regarding the Earned Sick Time Act (ESTA). The guidance was issued through a comprehensive PowerPoint presentation and a set of Frequently Asked Questions (FAQs) addressing some of the most common questions we hear from clients. In today’s video, Steve discusses these three questi...

Engaging an Investment Banker Before Selling a Business

2:40

Engaging an Investment Banker Before Selling a Business

Просмотров 211Месяц назад

Today’s Legally Speaking: Broker-dealer and Investment Adviser Industry Insights vlog features Partner Linda Paullin-Hebden. Among her key recommendations to clients contemplating the sale of their business is the strategic engagement of an investment banker. Investment bankers possess a deep understanding of the industry and play a crucial role in assisting clients in achieving their financial...

Michigan Supreme Court Breaking News: Minimum Wage Increase and Earned Sick Time is Back

8:24

Michigan Supreme Court Breaking News: Minimum Wage Increase and Earned Sick Time is Back

Просмотров 457Месяц назад

Michigan Supreme Court Breaking News: Minimum Wage Increase and Earned Sick Time is Back

3:13

What CEOs Need to Know About Compliance

Просмотров 982 месяца назад

Senior Compliance Consultant Diane Currie brings us today’s new episode of Legally Speaking: Broker-dealer and Investment Adviser Industry Insights. Diane focuses on the topic of CEOs and compliance. The SEC considers CEOs the top of the business food chain. And although CEOs may view their compliance departments as the department of “no,” it’s important for CEOs to create a tone of compliance ...

Protecting Client Relationships During the M&A Transaction

4:04

Protecting Client Relationships During the M&A Transaction

Просмотров 682 месяца назад

Today’s Legally Speaking: Broker-dealer and Investment Adviser Industry Insights vlog features attorney John Muhs and the topic of protecting client relationships during the sale or acquisition of an investment advisory or broker-dealer practice. As a member of the firm’s Funds and Investments Industry Group and the Mergers and Acquisitions Practice Group, John specializes in advising financial...

2023 Diversity, Equity + Inclusion Annual Report: Accountability Pillar

3:15

2023 Diversity, Equity + Inclusion Annual Report: Accountability Pillar

Просмотров 622 месяца назад

Accountability demonstrates our dedication to fostering diversity, equity and inclusion as we actively pursue meaningful change. At Warner, we recognize the importance of measurement in achieving our goals. Here's how the Mansfield Certification process utilizes clear metrics and tangible outcomes to help drive intentionality and accountability forward.

2023 Diversity, Equity + Inclusion Annual Report: Community Engagement Pillar

2:56

2023 Diversity, Equity + Inclusion Annual Report: Community Engagement Pillar

Просмотров 502 месяца назад

At Warner, we're committed to spearheading initiatives that set the standard for progress in our community. We don't just talk the talk; we actively support our clients and community partners as they navigate their own DEI journeys. The 2023 DEI Symposium provided a platform for collaboration and learning, equipping attendees with the tools to lead DEI work. Together, we drive meaningful change...

2023 Diversity, Equity + Inclusion Annual Report: Culture Pillar

3:45

2023 Diversity, Equity + Inclusion Annual Report: Culture Pillar

Просмотров 912 месяца назад

When we empower our firm members to understand and celebrate their colleagues' diverse backgrounds and experiences, the result is an inclusive environment where everyone feels valued and respected and better outcomes are achieved. Through training, strategies and foundational values, we strengthen our culture and enhance the quality of service we provide our clients.

2023 Diversity, Equity + Inclusion Annual Report: Giving Back - Madelaine Lane on Pro Bono Work

3:38

2023 Diversity, Equity + Inclusion Annual Report: Giving Back - Madelaine Lane on Pro Bono Work

Просмотров 552 месяца назад

2023 Diversity, Equity Inclusion Annual Report: Giving Back - Madelaine Lane on Pro Bono Work

2023 Diversity, Equity + Inclusion Annual Report: Giving Back - Sarah Harper on Pro Bono Work

1:39

2023 Diversity, Equity + Inclusion Annual Report: Giving Back - Sarah Harper on Pro Bono Work

Просмотров 522 месяца назад

2023 Diversity, Equity Inclusion Annual Report: Giving Back - Sarah Harper on Pro Bono Work

2023 Diversity, Equity + Inclusion Annual Report: Talent Pillar

3:43

2023 Diversity, Equity + Inclusion Annual Report: Talent Pillar

Просмотров 582 месяца назад

By fostering an environment where continuous learning is celebrated and equitable access to cutting-edge resources is ensured, we are creating a training and development blueprint for the success of our firm members.

2023 Diversity, Equity + Inclusion Annual Report: Introduction With the Managing Partner

2:35

2023 Diversity, Equity + Inclusion Annual Report: Introduction With the Managing Partner

Просмотров 1082 месяца назад

Warner’s Managing Partner, Mark Wassink, presents the introduction for the firm’s 18th edition of the DEI Annual Report. As the firm perseveres in its journey toward fostering an inclusive and welcoming workplace, we solidify our position as an industry trailblazer, edging closer to achieving our aspiration of being recognized as the best law firm in Michigan.

Court Enjoins FLSA Salary Threshold Increase - But Only for Employees of the State of Texas

10:10

Court Enjoins FLSA Salary Threshold Increase - But Only for Employees of the State of Texas

Просмотров 5902 месяца назад

As we previously reported, the U.S. Department of Labor (DOL) issued on April 23, 2024, a final rule imposing a substantial increase to the salary threshold required for the “white collar” exemptions to the Fair Labor Standards Act’s minimum wage and overtime requirements. As expected, litigation ensued, and on Friday, the U.S. District Court for the Eastern District of Texas preliminarily enjo...

2:30

RIA: Client Consent in M&A Transactions

Просмотров 463 месяца назад

Linda Paullin-Hebden, partner and co-chair of the firm’s Mergers and Acquisitions Practice Group, brings us today’s Legally Speaking: Broker-dealer and Investment Adviser Industry Insights vlog on the topic of client consent in M&A transactions. A significant aspect of Linda’s practice includes representing registered investment advisers and broker-dealers in the sale of their businesses or the...