Customer relationships are a key asset for companies in the financial advising and wealth management industry. In California, however, the law is making it increasingly difficult to stop departing employees from soliciting...more
5/24/2022
/ Broker-Dealer ,
Confidentiality Agreements ,
Customer Information ,
Customer Lists ,
Financial Adviser ,
Former Employee ,
Investment Firms ,
Non-Compete Agreements ,
Non-Solicitation Agreements ,
Trade Secrets ,
Wealth Management