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Searching Content from United States indexed under Wealth Management ordered by Published Date Descending.
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1
Public Alternative Funds Archive - August 15, 2019
Public Alternative Funds Archive - August 15, 2019
United States
20 Aug 2019
2
Wealth Management Update - August 2019
Important federal interest rates continued to drop for August 2019.
United States
12 Aug 2019
3
Court Rejects Mutual Fund Excessive Fee Claims Following Trial, Recognizing Important Fund Industry Market Conditions
In a decisive August 5 ruling that could be the final nail in the coffin for plaintiffs' efforts to compare advisory and subadvisory fees, a federal court in the Central District of California rejected claims of excessive mutual fund fees ...
United States
8 Aug 2019
4
Trade Associations Urge Expansion Of MMFs In Swaps Initial Margin
Several major trade associations called on U.S. prudential regulators and the CFTC to expand the types of money market funds ("MMFs") eligible for derivatives initial margin.
United States
7 Aug 2019
5
North Carolina Department Of Revenue v. Kimberley Rice Kaestner 1992 Family Trust
This is an historic tax jurisdiction case in which the U.S. Supreme Court addressed whether the due process clause of the U.S. Constitution prohibits states from taxing trusts based solely on trust beneficiaries' in-state residency.
United States
2 Aug 2019
6
Agencies Issue Final Rule Conforming Volcker Rule Regulations To 2018 Regulatory Relief Act
On July 22, 2019, five federal agencies (the "Agencies")[1] published a final rule (the "Final Rule"), which conforms the regulations implementing the Volcker Rule[2]
United States
31 Jul 2019
7
Proskauer Releases 1h 2019 Private Credit Market Highlights
July 25, 2019 (New York) – International law firm Proskauer released its mid-year private credit highlights as an accompaniment to its annual Private Credit Insights report.
United States
31 Jul 2019
8
Podcast: Private Fund Regulatory Update – Network And Cloud Storage
Also, they or their private funds may instead have obligations under other similar regulations.
United States
25 Jul 2019
9
Current Estate And Gift Tax Proposals In Congress
The Internal Revenue Code has been a central focus of both taxpayers and tax advisers over the past two years. The recent 2017 Tax Cuts and Jobs Act ("TCJA") was the first
United States
24 Jul 2019
10
Trade Associations Propose Revisions To FRB Proposal On "Control" Rules
The ABA, SIFMA and the IIB made recommendations regarding a proposal (the "proposal") by the FRB to modify its regulations for determining "whether a company has the ability to exercise a controlling influence"...
United States
24 Jul 2019
11
Podcast: European Green Finance And Sustainability Proposals – Impact For Asset Managers
Sure, Isabel. Glad to be here discussing this important topic.
European Union
24 Jul 2019
12
Everything You Need To Know About A Family Office
The modern notion of a family office charged with the stewardship of a single family's wealth for current and future generations emerged in the 19th century. The
United States
23 Jul 2019
13
Regulatory Rollback: First Set Of Volcker Rule Reforms Finalized
On July 9, 2019, the five federal financial regulatory agencies issued a final rule (the "Rule") to, inter alia, revise the Volcker Rule's name-sharing restrictions applicable to bank-affiliated hedge
United States
19 Jul 2019
14
On Wealth: The Modern Evolution Of The Trust Company
During the past decade there has been a significant shift in the ownership and structure of the private trust business that serves high net worth individuals and families in the United States
United States
19 Jul 2019
15
The FIRE Movement
Retire before 50 and live your best life. That is the message of the FIRE (Financial Independence, Retire Early) movement, which is drawing interest worldwide.
United States
15 Jul 2019
16
Wealth Management Update - July 2019
The Supreme Court ruled unanimously on June 21, 2019, that a trust beneficiary's residence in a State, standing alone, is not sufficient for that State to impose income tax on that trust.
United States
12 Jul 2019
17
OFAC Designates Nicolas Maduro's Son
OFAC designated the son of Venezuelan leader Nicolas Maduro Moros for contributing to the ongoing crisis in Venezuela.
United States
11 Jul 2019
18
Regulatory Watch – Asset Management Q1 2019
The publication also includes general regulatory updates from the United Kingdom, United States and European Union.
Worldwide
10 Jul 2019
19
EU Adopts New Rules On Marketing Investment Funds
The EU has now adopted supplementary rules on how funds are marketed to professional investors in the EU that the European Parliament voted on in April this year.
United States
8 Jul 2019
20
Documentation Of Capital Asset Management Policies And Procedures
Many transactions take place over the useful lives of capital assets, from initial capital planning and budgeting to ultimate disposal.
United States
8 Jul 2019
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