Current filters:  
USA
Wealth Mgt
Wealth & Asset Management
United States
Lagerlof
Embarking on a business venture, planning your estate, or navigating the complexities of personal wealth requires more than just hard work and dedication; it requires a strategic approach...
Ropes & Gray LLP
Investing in today's global market comes with its fair share of risks, with familiar concerns such as sanctions, regulatory compliance, and geopolitical issues taking centre stage.
Ropes & Gray LLP
Despite the recent politicization of ESG investing, it is clear that ESG considerations have broken through into the mainstream and are here to stay.
Davis Graham & Stubbs
On October 16, 2023, the Securities and Exchange Commission's (the "SEC" or the "Commission") Division of Examinations (the "Division") released its 2024 examination priorities (the "Priorities").
Tactical Law Group LLP
In an era where digital transformation dictates the pace of business evolution, software has become the backbone of enterprise operations.
Freeman Law
In an "applicable asset acquisition," the sale of the assets of a business may be subject to certain allocation and reporting requirements for federal income tax purposes.
Quinn Emanuel Urquhart & Sullivan
On July 26, 2023, the Securities and Exchange Commission ("SEC") proposed new rules under the Securities Exchange Act of 1934 and the Investment Advisers Act of 1940 "to eliminate...
K&L Gates
Investment advisers offering funds in more than one country are accustomed to adapting to different regulatory requirements. However, the challenges presented by the global regulation of environmental...
Katten Muchin Rosenman LLP
In an article published by Wealth Management, Private Wealth Partner Louis Laski examines a case that the US Supreme Court will hear involving company-owned life insurance's impact on estate tax calculations.
Taft Stettinius & Hollister
Julia B. Meister, head of Taft's Wealth Transfer Litigation practice, and a partner in the firm's Litigation, Private Client, and Health Care and Life Sciences practice groups..
K&L Gates
It is a dramatic understatement to describe 2023 as a busy year in the United States for asset management regulation. With 24 rules adopted and 18 new rules or rule amendments proposed...
Proskauer Rose LLP
The January applicable federal rate ("AFR") for use with a sale to a defective grantor trust, self-canceling installment note ("SCIN")...
ORBA
This past year has seen continued financial concerns about inflation, rising interest rates and skilled labor shortages. While some manufacturers have struggled...
Kaufman Rossin
More wealth managers and financial advisors are offering their firm's services in a digital space.
Ropes & Gray LLP
On December 13, 2023, the U.S. Securities and Exchange Commission (the "Commission") adopted rules that will significantly alter the trading of U.S. Treasury securities...
KI Legal
In times of business disruptions, such as vacancies in apartment buildings and offices, the number of defaults on commercial mortgages and leases tends to increase significantly...
Katten Muchin Rosenman LLP
An increasingly diverse regulatory landscape presents substantial reputational challenges for investment managers.
Ropes & Gray LLP
On this episode of Ropes & Gray's California Law for Asset Managers podcast series, asset management partner Catherine Skulan and counsel Colleen Meyer provide an overview of SB 54...
Proskauer Rose LLP
On January 1, 2021, Congress enacted the Corporate Transparency Act (the "CTA") as part of the Anti-Money Laundering Act of 2020 in the National Defense Authorization Act for Fiscal Year 2021.
Ropes & Gray LLP
Join Ropes & Gray's asset management partners, Eve Ellis and Joel Wattenbarger, as they delve into key regulatory issues impacting clients with interests in both the United States and Europe.
FREE News Alerts
Sign Up for our free News Alerts - All the latest articles on your chosen topics condensed into a free bi-weekly email.
Popular Contributors
Upcoming Events
Mondaq Social Media