Financial Planning Tips for the Sandwich Generation with Sherry Finkel Murphy
Digital Planning Podcast Episode: Planning for Your Digital Legacy
[Podcast] Private Market Talks: Unlocking the Potential of Alternative Markets with HighVista Strategies’ Raphi Schorr
Family Owned Real Estate: Managing Lack of Planning in Family Business Transitions
Family Owned Real Estate: Impacts of the Current Real Estate Market on Transition Planning
Family Owned Real Estate: Avoiding Pitfalls When Transitioning Family Real Estate
Family Owned Real Estate: Common Real Estate & Asset Management Issues
[Podcast] Private Market Talks: Scoping Out Secondaries with Portfolio Advisors' Liz Campbell
John Wick - What You Need To Know about the Corporate Transparency Act
Family Owned Real Estate: Legal Challenges & Opportunities
Once Removed Episode 24: Expressing Goals and Intent for the Trust
Once Removed Episode 23: Naming Guardians for Minor Children
Once Removed Episode 20: Helping a Beneficiary Purchase a Home
Digital Planning Podcast Episode: Planning for Influencers
Life After Love Gone Wrong Podcast: Season 3, Episode 6 - Reshaping Your Legacy: Estate Planning After Your Divorce
Unraveling the Crypto Code: California's New DFAL Explained – The Crypto Exchange Podcast
A Primer On Trusts - A Podcast with Janathan Allen
Digital Planning Podcast Episode: Exploring DAOs
Current Landscape of Cryptocurrency Regulation and Enforcement - The Crypto Exchange Podcast
Current Landscape of Cryptocurrency Regulation and Enforcement - The Consumer Finance Podcast
Welcome to the FinReg Monthly Update, a regular bulletin highlighting the latest developments in UK, EU and U.S. financial services regulation....more
The secondaries market is on track for a record-breaking year, reaching $165 billion in transaction value through Q3 2025, with strong momentum carrying into the final quarter of the year, fueled by rising liquidity needs...more
Introduction Under the CRR and as part of the prudential regulation of credit institutions, regulated firms, including banks, must comply with risk-based capital ratio requirements. Generally speaking, this ratio is: (i) the...more
The UK Financial Conduct Authority (FCA) has published a letter addressed to asset management and alternative firms outlining its expectations ahead of the UK's transition from T+2 to a T+1 securities settlement cycle,...more
The European Securities and Markets Authority (ESMA) has published its final report on the draft regulatory technical standards (RTS) for open-ended loan-originating alternative investment funds (OE LO AIFs), pursuant to the...more
As part of the implementation of Law no. 21 of March 5, 2024, designed to introduce a systematic review of the regime governing the Italian capital markets (the so-called Capital Market Bill), a draft legislative decree (the...more
On October 16, the Financial Conduct Authority (FCA) sent a letter to the Treasury Select Committee providing an update on its approach to non-financial misconduct (NFM) and a response to an earlier letter from the Committee...more
On 28 October 2025, the FCA announced a consultation on proposed new rules and guidance on short selling. Short selling is the practice of selling a security that is borrowed or not owned by the seller, with the intention...more
On October 29, the Net Zero Asset Managers (NZAM) initiative announced the completion of its comprehensive review, which it publicized in January of this year, to ensure that NZAM “remain[ed] fit for purpose in the new global...more
INTRODUCTION - Welcome to the second edition of Real Insight, our UK real estate update. It's jam-packed with the Renters' Rights Act, real estate debt, W&I insurance, trends in real estate asset management M&As, data...more
The 2025 Private Credit Connect: East conference brought together key players from across the private credit landscape – including investors, banks, non-bank lenders, and service providers – for an opportunity to network and...more
In the inaugural episode of Ropes & Gray’s Non-Financial Misconduct four-part miniseries, Amanda Raad, co-chair of the firm’s global anti-corruption & international risk practice, is joined by asset management partner Eve...more
We are delighted to welcome you to our McDermott Deal Academy. In our online seminar, we will focus on current contract and financing structures in the real estate market....more
This guide provides a brief overview of the Approved Investment Manager regime established under the Investment Business (Approved Managers) Regulations (the “Approved Manager Regulations”) enacted under the Securities and...more
Earlier this year, the Unleashing AI Innovation in Financial Services Act was introduced to Congress to accelerate responsible AI experimentation. The bill would establish AI Innovation Labs to serve as regulatory sandboxes,...more
The idea of visiting an attorney for your estate planning can be daunting. Below is a list of to-do items or at least items to think about before your visit....more
On 7 October 2025, the Capital Market Authority (CMA) of Saudi Arabia issued the Draft Instructions of Simplified Investment Funds and proposed amendments to the Glossary of Defined Terms Used in The Regulations and Rules of...more
On 14 October 2025, the Financial Conduct Authority (FCA) published a consultation paper (CP25/28) setting out proposals to advance fund tokenisation through new direct dealing arrangements, and guidance on distributed ledger...more
Welcome to the July - September 2025 issue of our Irish Quarterly Legal and Regulatory report for asset management and investment funds. This quarterly report covers key developments from Q3 2025, including: Central...more
Major proxy advisory firm Glass Lewis announced that it will stop offering its standard benchmark proxy voting guidelines in 2027, and transition clients to differentiated client frameworks. Glass Lewis’ change comes amid a...more
SMAs are hot in 2025. One of the busiest aspects of our practice this year across many of our lender clients has been subscription facilities for separately managed accounts (“SMAs”). While these deals have been an...more
From sweeping state laws restricting ESG-related investment practices and disclosure mandates to efforts by the US administration to dismantle prior federal guidance, the ESG investing landscape is rapidly evolving in both...more
On this episode of Fully Invested, asset management partners, Eric Requenez and Jessica Reece, along with Josh Lichtenstein, a benefits partner and head of the ERISA fiduciary practice, discuss collective investment trusts...more
Expanded access for family offices: Guernsey now allows fiduciary firms to act as a Designated Administrator of a Family PIF under a new limited POI licence, broadening access for family offices seeking regulated structures. ...more
After nearly a decade of development, the California Franchise Tax Board promulgated changes to its market-based sourcing regulation for sales of other than tangible personal property. The amended regulation is particularly...more