Mondaq USA: Wealth Management > Wealth & Asset Management
GuernseyFinance
He was one of five Guernsey Corporate Partners from Carey Olsen to be recognised as experts in the 2019 guide.
GuernseyFinance
The island's regulator confirmed that the net asset value of private equity funds in the island passed £120 billion for the first time in Q3 2018.
GuernseyFinance
Andy Sloan, Guernsey Finance Deputy Chief Executive, Strategy, reflects on recent significant developments for Guernsey Finance's green ambitions and what can be done locally.
Ruchelman PLLC
The U.S. Federal deficit is expected to reach $1 trillion in 2019. Meanwhile, a hedge fund billionaire recently purchased a New York City condominium ...
Mayer Brown
If you are reading this today, on April 1, and you have a December 31 fiscal year end, then you have survived your annual Form ADV amendment. Congratulations!
Ropes & Gray LLP
On March 25, 2019, the National Futures Association ("NFA") adopted rule amendments and a related interpretive notice that will, for the first time, impose a swaps proficiency exam ...
Ostrow Reisin Berk & Abrams
If you are low on cash and need funds to pay for college tuition, unexpected medical bills, mortgage payments or other expenses, one option is to borrow against the cash value of a permanent life insurance policy.
Ostrow Reisin Berk & Abrams
According to the Wall Street Journal, cash was the best performing asset class in 2018. However, many investors shy away from cash investments, such as Treasury bills, money market funds and savings accounts.
Duff and Phelps
The BEAT is in addition to the taxpayer's regular tax liability.
Cadwalader, Wickersham & Taft LLP
SEC Commissioner Elad Roisman recommended that the agency consider additional guidance for asset managers with respect to the use of proxy advisory firms.
Mayer Brown
At the ICI Conference, Dalia Blass, Director of the Securities and Exchange Commission's Division of Investment Management, provided some insights on upcoming rulemaking initiatives.
Ropes & Gray LLP
This Ropes & Gray podcast series highlights developments in Washington, D.C., affecting private funds and their legal, regulatory and compliance obligations.
McLane Middleton, Professional Association
New Hampshire recently signaled its intention to be one of the leading states for fiduciaries to consider by enacting The New Hampshire Foundation Act, making it the first state to permit the establishment of civil law foundations.
Pryor Cashman LLP
Pryor Cashman obtained a significant victory on behalf of client Sciens Capital Management, along with many of its principals and affiliates, in an action that was pending in the United States District Court for the Southern District of New York.
Proskauer Rose LLP
On February 28, 2019, the staff of the Division of Investment Management (the "Staff") of the Securities and Exchange Commission (the "SEC") issued a no-action letter.
Mayer Brown
On February 22, the Third Circuit sidestepped the Supreme Court's 2017 holding in Henson v. Santander Consumer USA Inc. and found that a purchaser of defaulted debt ...
Orrick
The Federal Trade Commission has announced new HSR thresholds for 2019.
Womble Bond Dickinson
The Hart-Scott-Rodino Antitrust Improvements Act of 1976 ("HSR Act") requires that parties to significant mergers, acquisitions, or other transactions notify the Federal Trade Commission ("FTC") and the Department of Justice ("DOJ") prior to consummating the transaction.
Cooley LLP
In this report, Change the Conversation: Redefining How Companies Engage Investors on Sustainability, sustainability nonprofit Ceres provides some guidance on how companies should best engage with their investors on the issue of sustainability.
Thompson Coburn LLP
The Golden State has recently adopted a new law requiring certain lenders and intermediaries to provide special disclosures to commercial loan customers in connection with certain types
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Mayer Brown
Investment consultancy and fiduciary management new requirements for UK pension scheme trustees and service providers
Cooley LLP
In this report, Change the Conversation: Redefining How Companies Engage Investors on Sustainability, sustainability nonprofit Ceres provides some guidance on how companies should best engage with their investors on the issue of sustainability.
Fenwick & West LLP
Released on November 30, 2018, the foreign tax credit proposed regulations provide a comprehensive new framework for calculating the foreign tax credit in light of several changes made by the Tax Cuts
Womble Bond Dickinson
The Hart-Scott-Rodino Antitrust Improvements Act of 1976 ("HSR Act") requires that parties to significant mergers, acquisitions, or other transactions notify the Federal Trade Commission ("FTC") and the Department of Justice ("DOJ") prior to consummating the transaction.
McLane Middleton, Professional Association
New Hampshire recently signaled its intention to be one of the leading states for fiduciaries to consider by enacting The New Hampshire Foundation Act, making it the first state to permit the establishment of civil law foundations.
Ropes & Gray LLP
This Ropes & Gray podcast series highlights developments in Washington, D.C., affecting private funds and their legal, regulatory and compliance obligations.
Pryor Cashman LLP
Pryor Cashman obtained a significant victory on behalf of client Sciens Capital Management, along with many of its principals and affiliates, in an action that was pending in the United States District Court for the Southern District of New York.
GuernseyFinance
He was one of five Guernsey Corporate Partners from Carey Olsen to be recognised as experts in the 2019 guide.
Mayer Brown
On February 22, the Third Circuit sidestepped the Supreme Court's 2017 holding in Henson v. Santander Consumer USA Inc. and found that a purchaser of defaulted debt ...
GuernseyFinance
The island's regulator confirmed that the net asset value of private equity funds in the island passed £120 billion for the first time in Q3 2018.
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