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Hughes Hubbard & Reed LLP

US Sanctions in a Snap: Developments In Sanctions - October 2025

Hughes Hubbard’s “Sanctions in a Snap” is intended to provide a clear and concise summary of recent developments from the Office of Foreign Assets Control (OFAC). We hope you find it helpful in assessing U.S. economic...more

Ary Rosenbaum - The Rosenbaum Law Firm P.C.

Being an NFL Head Coach and a 401(k) Plan Sponsor: A Game of Strategy, Risk, and Responsibility

When people ask me what being a 401(k) plan sponsor is like, I sometimes want to tell them: “It’s like being an NFL head coach.” You might laugh, but think about it. Both jobs are filled with high expectations, constant...more

Latham & Watkins LLP

FCA Review Highlights Important Considerations for Acquisitions in the Financial Advice and Wealth Management Sector

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Regulator’s findings emphasise the need for sound risk management, appropriate group structuring, and prudent use of debt....more

Troutman Pepper Locke

OCC Comptroller Gould Signals a Multifaceted Push to Reinforce Federal Preemption

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At The Clearing House Annual Conference, Comptroller of the Currency Jonathan Gould outlined an agency-wide strategy to defend and promote federal preemption across the banking system. As reported by Law360, he emphasized...more

Venable LLP

ETF Share Classes in Maryland Corporations and Statutory Trusts

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The Securities and Exchange Commission recently issued a notice regarding intended exemptive relief (the “Notice”) that would permit an open-end management investment company (referred to herein as an “open-end fund”)...more

Ballard Spahr LLP

Trump Administration declines to respond to Supreme Court petition filed by ousted Democratic NCUA board members

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The Trump Administration has declined to respond to a Supreme Court petition by the two ousted Democratic NCUA board members who are asking for the court to consider their case....more

Thomas Fox - Compliance Evangelist

Everything Compliance: Episode 161, The Tribute Adam Turteltaub Edition

Welcome to this edition of award-winning Everything Compliance. In this episode, we have the complete quintet of Matt Kelly, Jonathan Armstrong, Karen Woody, and Karen Moore with Tom Fox, the Compliance Evangelist, sitting in...more

Bradley Arant Boult Cummings LLP

Less Noise, More Signal: What FinCEN’s New SAR Guidance and the STREAMLINE Act Could Mean for BSA Reporting

Two recent developments signal that momentum is building in Washington to recalibrate Bank Secrecy Act (BSA) reporting to produce higher‑value intelligence with less compliance friction. First, on October 9, 2025, the...more

Goodwin

Approaching Effective Date for Regulation S-P Amendments: What Businesses Need to Know

Goodwin on

On May 16, 2024, the Securities and Exchange Commission (“SEC”) adopted amendments (the “Amendments”) to modernize Regulation S-P (“Reg S-P”). The Amendments include substantially expanded requirements for safeguarding...more

Ary Rosenbaum - The Rosenbaum Law Firm P.C.

ERISA Basics 101: Puerto Rico, Vesting Schedules, and Other Unforgettable Lessons

When you work as an ERISA attorney for TPAs for nearly a decade, you get a front-row seat to some of the most creative interpretations of the law imaginable. I don’t say that as an insult—I say it as someone who spent ten...more

Thomas Fox - Compliance Evangelist

ACI-FCPA Conference Speaker Preview Series - Michael Harper on Reading the Tea Leaves for FCPA Enforcement Going Forward

In this episode of the ACI-FCPA and Global Anti-Corruption Conference Speaker Podcasts series, Michael Culhane Harper discusses his panel at the event, “Reading the Prosecutorial Tea Leaves: What the DOJ’s FCPA Case Pipeline...more

Cooley LLP

Rerouted but Not Delayed: How Navan’s IPO Stayed the Course

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The challenge - A decade ago, Navan set out to revolutionize the travel industry through an all-in-one platform to streamline how business travelers navigate the world – with artificial intelligence at its core....more

Zelle  LLP

Whose Loss, Whose Money? A Refresher on Mortgagee Rights Under Property Insurance Policies

Zelle LLP on

When a hailstorm, fire, or other natural disaster strikes, it is not just the property owner who has something to lose. That is why most insurance policies, commercial and residential alike, contain a mortgagee or loss payee...more

Bradley Arant Boult Cummings LLP

What May Be Ahead In Debanking Enforcement

President Donald Trump's Executive Order No. 14331 on politicized or unlawful debanking, issued on Aug. 7, has spurred a flurry of activity by the federal banking regulators over the past few months. For example, the Office...more

McDermott Will & Schulte

NYDFS clarifies expectations for third-party cybersecurity risk management

On October 21, 2025, the New York State Department of Financial Services (NYDFS) issued an industry letter highlighting risks associated with third-party service providers – such as providers of cloud computing, file transfer...more

Conyers

Guide: BVI Approved Managers for Separately Managed Accounts (SMAs)

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This guide provides a brief overview of the British Virgin Islands (the “BVI”) Approved Investment Manager regime and its suitability and attractiveness for use with Separately Managed Account structures (“SMAs”). Separately...more

Hanson Bridgett

No Delay in Effective Date and Other Key Takeaways from the IRS’ Final Catch-Up Regulations

Hanson Bridgett on

On September 16, 2025, the Internal Revenue Service (IRS) issued final regulations to reflect statutory changes under Section 603 of SECURE 2.0, which generally require that catch-up contributions made by participants in...more

Levenfeld Pearlstein, LLC

Independent Sponsor Series: Brien Davis of Fidus Capital Discusses Financing Options for Independent Sponsor Transactions

To help businesses, investors, and deal professionals better understand the evolving independent sponsor landscape, Robert Connolly – a partner in LP’s Corporate Practice Group and leader of LP’s Independent Sponsor team –...more

Stark & Stark

[Hybrid Event] RIA Compliance and Legal Strategies Conference - December 4th, Hamilton Township, NJ

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The RIA Compliance and Legal Strategies Conference is back at our offices in Hamilton, NJ. The Conference is an essential event for RIAs and IARs to gain a valuable understanding of current regulatory and compliance-related...more

DarrowEverett LLP

Navigating FCC Rules in Broadcast Lending and Collateral Structuring

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Under the Communications Act of 1934, as amended (the "Communications Act"), a Federal Communications Commission (the "FCC") broadcast license cannot be owned or directly encumbered by security interests. Still, lenders...more

Thomas Fox - Compliance Evangelist

Compliance Tip of the Day – NBA Betting Scandal – The Role of Compliance in Sports Leagues

Welcome to “Compliance Tip of the Day,” the podcast that brings you daily insights and practical advice on navigating the ever-evolving landscape of compliance and regulatory requirements. Whether you’re a seasoned compliance...more

Troutman Pepper Locke

Point-of-Sale Finance Series: Navigating Home Improvement Finance Risks and Regulations — The Consumer Finance Podcast

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In this insightful crossover episode of The Consumer Finance Podcast and Payments Pros, host Jason Cover is joined by colleagues Mark Furletti and Taylor Gess to explore the complexities of home improvement finance. The...more

Thomas Fox - Compliance Evangelist

AI Today in 5: November 6, 2025, The AI and Marketing Compliance Edition

Welcome to AI Today in 5, the newest edition to the Compliance Podcast Network. Each day, Tom Fox will bring you 5 stories about AI to start your day. Sit back, enjoy a cup of morning coffee, and listen in to the AI Today In...more

King & Spalding

Florida Appellate Court Holds Loan Is Not a Security

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A Florida intermediate appellate court recently reversed a $5.8 million judgment in a dispute arising out of loan participation agreements between a commercial lender and an investment firm, reasoning that the agreements were...more

Alston & Bird

CFPB Rescinds Registry for Covered Nonbank Entities

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What Happened? In the October 29 Federal Register, the Consumer Financial Protection Bureau issued a final rule rescinding its previous rule relating to the Registry of Nonbank Covered Persons Subject to Certain Agency and...more

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