Inter-Client Communication Conventions Manual

LPL Financial to Support the NGLCC to Advance LGBTQ+ Business Ownership, Expand Access to Financial Advice

Retrieved on: 
Tuesday, July 18, 2023
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“LPL is proud to partner with organizations like the NGLCC and forward efforts to build a more inclusive financial service industry,” said Beth Csengody, vice president, Advisor Diversity and Inclusion Client Communities and Sustainability for LPL Financial.

Key Points: 
  • “LPL is proud to partner with organizations like the NGLCC and forward efforts to build a more inclusive financial service industry,” said Beth Csengody, vice president, Advisor Diversity and Inclusion Client Communities and Sustainability for LPL Financial.
  • The NGLCC International Business & Leadership Conference delivers innovative leadership programming, networking and engagement opportunities for more than 2,000 LGBTQ+ and allied business leaders.
  • “The NGLCC is an important advocacy organization that serves as the business voice for the LGBTQ+ Community,” said Jeremy Gussick, CFP®.
  • For more information about LPL’s social responsibility efforts, please visit LPL.com
    For more information about the 2023 NGLCC International Business & Leadership Conference, visit https://nglcc.org/nglcc23/ .

Filevine Ranks No. 167 in Deloitte 2022 Fast 500

Retrieved on: 
Monday, November 21, 2022
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167 in the Deloitte 2022 Fast 500 list, which honors the companies that redefine the cutting edge, transform business, combine technological innovation and entrepreneurship, and disrupt the technology industry.

Key Points: 
  • 167 in the Deloitte 2022 Fast 500 list, which honors the companies that redefine the cutting edge, transform business, combine technological innovation and entrepreneurship, and disrupt the technology industry.
  • Technology Fast 500 award winners for 2022 were selected based on percentage of fiscal year revenue growth during the period from 2018 to 2021.
  • This ranking is compiled from applications submitted directly to the Technology Fast 500 website and public company database research conducted by Deloitte LLP.
  • Overall, the 2022 Technology Fast 500 companies achieved revenue growth ranging from 241% to 125,138% over the three-year time frame, with a median growth rate of 611%.

SmartAdvocate® Named Winner of New York Law Journal's Best of 2022 for Seventh Consecutive Year: Number One in Five Categories, Including Best Legal Case Management Software

Retrieved on: 
Monday, September 19, 2022
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BONITA SPRINGS, Fla., Sept. 19, 2022 /PRNewswire/ -- SmartAdvocate, the powerful, fully integrated legal case management system, is excited to announce that it has been named The New York Law Journal's Best of 2022 Winner in five categories this year.

Key Points: 
  • BONITA SPRINGS, Fla., Sept. 19, 2022 /PRNewswire/ -- SmartAdvocate, the powerful, fully integrated legal case management system, is excited to announce that it has been named The New York Law Journal's Best of 2022 Winner in five categories this year.
  • SmartAdvocate wishes to thank all those who voted, helping to name them Number One in Case Management Software, Document Management Solution, Entity Management System/Company, Matter Management System and Practice Management Software for the seventh year in a row.
  • SmartAdvocate also remained in the top three in the category of Docketing & Calendaring Software.
  • SmartAdvocate's fully browser-based system allows law firms to select between Cloud and Server versions, a feature not available in many other case management systems.

F.L.Putnam Strengthens Legal, Investment and Operational Capabilities with Three Senior Hires

Retrieved on: 
Thursday, October 21, 2021
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WELLESLEY, Mass., Oct. 21, 2021 /PRNewswire/ --F.L.Putnam Investment Management Company today announced that it has made three senior hires, which will deepen the firm's legal, investment, and operational capabilities.

Key Points: 
  • WELLESLEY, Mass., Oct. 21, 2021 /PRNewswire/ --F.L.Putnam Investment Management Company today announced that it has made three senior hires, which will deepen the firm's legal, investment, and operational capabilities.
  • "Mike, Jim and Jody bring decades of industry experience and we are thrilled to have them join our growing team."
  • Michael Timmermans most recently served as General Counsel and Assistant Chief Compliance Officer at Longfellow Investment Management, a Boston-based investment manager with $14 billion in assets under management.
  • Mr. Timmermans currently serves on the Board of Directors of the New England Broker Dealer Investment Adviser Association.