United States: Wealth & Asset Management

In this episode of Private Market Talks, Michael Psaros, Co-Founder and Co-Managing Partner of KPS Capital Partners, joins partner Howard Beber to discuss...

The SEC Division of Examinations released 2026 Priorities.

On December 3, 2025, the Securities and Exchange Commission (the "SEC") announced that it was providing a second temporary exemption from compliance with Rule 13f-2, the short sale reporting rule, and related Form SHO and Rule 10c-1a.

This typically refers to moving assets (cash, investments, property, trusts, or business entities) to foreign jurisdictions with favorable laws — usually places like the Cook Islands, Nevis, Belize, or Switzerland — to reduce exposure to lawsuits, creditors, or political instability at home.

The banking industry is on the cusp of more changes in recovery and resolution planning, shaped by shifting regulatory priorities and perspectives on the 2023 regional bank failures.

The California Franchise Tax Board has recently finalized new regulations regarding asset management services provided to persons domiciled in California by an asset manager, even if the asset manager has no presence in California.

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...

Succession planning is essential for financial stability and smooth wealth transition across generations.

Wealth, in a multitude of forms, values, whether articulated or not, and the power that accompanies wealth have passed, more or less successfully...