Intellectual Property Pulse

7 Tips to Help Financial Advisor Firms Protect Their Customer Lists

JD Supra Law

MAY 24, 2022

In California, however, the law is making it increasingly difficult to stop departing employees from soliciting customers after going to a competing firm. By: Farella Braun + Martel LLP Taking steps to establish that these customer relationships are a trade secret may be.

Confidentiality

Confidentiality Law

Incorporation by Reference Rules at the Federal Circuit

Patently-O

FEBRUARY 16, 2024

.” It is not clear what is limited to “counsel,” but the crazy aspect of this case is that the same firm – Weil Gotshal – was chastised in that case for similar actions. The brief here was joined by attorneys at Farella Braun & Martel LLP. 36 judgment. = = =

Litigation

Litigation Law Patent

7 Tips to Help Financial Advisor Firms Protect Their Customer Lists

Incorporation by Reference Rules at the Federal Circuit

Stay Connected