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Financial Services Industry Compliance

Bennett Jones LLP

Canada Announces Significantly Increased Penalties for Money Laundering Failures

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The recent Fall Economic Statement announced the intention of the current Canadian federal government to materially increase the financial (and other) penalties faced by designated individuals and entities doing business in...more

Harris Beach Murtha PLLC

Key Takeaways for the Finance Sector from the U.S. House’s AI Task Force

In December 2024, a task force consisting of 24 representatives from the Democratic and Republican parties issued a 273-page report with key findings and recommendations in relation to Artificial Intelligence on a...more

Pillsbury Winthrop Shaw Pittman LLP

New Congress, More Scrutiny? Preparing for Congressional Oversight and Investigations

With unified Republican control and President-elect Trump in the White House, the new 119th Congress is certain to launch a wave of oversight activities. Organizations should prepare now for a high-stakes and unpredictable...more

K&L Gates LLP

ASIC Puts Insurers on Notice

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ASIC has recently published its findings following an investigation into the insurance industry’s level of compliance with internal dispute resolution (IDR) obligations. Report 802 Cause for complaint: Complaints handling in...more

Goodwin

CFPB Increases Oversight of Credit Card Practices

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In December 2024, the Consumer Financial Protection Bureau (Bureau) rolled out a series of important measures aimed at addressing potential misconduct in the credit card industry, improving consumer protections, and promoting...more

King & Spalding

EU DORA: Are you in scope, and if so, how can you prepare?

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The Digital Operational Resilience Act (DORA) establishes a harmonised and comprehensive framework for information and communication technology (ICT) risk management in the financial sector. It is a directly applicable EU...more

Latham & Watkins LLP

FCA Publishes Further Consumer Duty Feedback for Firms

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On 11 December 2024, the FCA published two pieces of feedback on the Consumer Duty, setting out good practices and areas for improvement in relation to Consumer Duty board reports and complaints and root cause analysis....more

Alston & Bird

Navigating Sanctions: An International Guide

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Since 2020, governments have lurched from pandemic-induced economic and health crises to new and protracted conflicts across the globe. In these times of upheaval and uncertainty, the use of sanctions has increased to an...more

Lowenstein Sandler LLP

Key Considerations When Adopting Artificial Intelligence as a CFTC-Regulated Firm

Lowenstein Sandler LLP on

On December 5, 2024, the U.S. Commodities Futures Trading Commission (CFTC) staff (Staff) issued a staff advisory (Advisory) on the use of artificial intelligence (AI) by market participants in CFTC-regulated markets.1 Staff...more

Bradley Arant Boult Cummings LLP

Community Banks and BSA/AML Compliance: The OCC’s Consent Order with Clear Fork Bank Proves Regulators Aren’t Only Focused on...

On October 10, 2024, the financial services community was stunned by the $3.1 billion settlement between the federal government and TD Bank over Bank Secrecy Act (BSA) and anti-money laundering (AML) violations. TD Bank’s...more

K&L Gates LLP

Australia: AI and Your Obligations as an Australian Financial Services Licensee

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As Artificial intelligence (AI) continues to be adopted and used by Australian Financial Services (AFS) licensees broadly, it has become increasingly evident that many licensees’ deployment of AI falls short of their existing...more

WilmerHale

FCA Survey Results Reveal Rise In Nonfinancial Misconduct

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Make no mistake, nonfinancial misconduct remains at the top of the Financial Conduct Authority's agenda. Originally published in Law360 - November 26, 2024....more

Pillsbury Winthrop Shaw Pittman LLP

Critical Information and Communications Technology Service Providers Under DORA

The EU Digital Operational Resilience Act introduces a regulatory oversight framework for information and communications technology service providers that are considered “critical” for financial entities within the EU. ...more

K&L Gates LLP

AI and Your Obligations as an Australian Financial Services Licensee

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On 29 October 2024, the Australian Securities and Investments Commission (ASIC) published REP 798 Beware the gap: Governance arrangements in the face of AI innovation. This report details ASIC's findings from a review of how...more

BCLP

Managing Technology Supply Chains: What the Advent of the UK’s Critical Third Party Regime Means for Financial Services Firms and...

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The FCA, PRA, and Bank of England have published their finalised critical third party (CTP) rules (and accompanying guidance) in PS24/16 Operational resilience: Critical third parties to the UK financial sector....more

Bracewell LLP

FINRA Facts and Trends: November 2024

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Welcome to the latest issue of Bracewell’s FINRA Facts and Trends, a monthly newsletter devoted to condensing and digesting recent FINRA developments in the areas of enforcement, regulation and dispute resolution. This month,...more

Goodwin

Money20/20 Zeros in on AI, Open Banking, and Payment Innovation

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The end of October marked the conclusion of another successful year of Money20/20, the premier event for the payments, banking, fintech, and financial services industries. If you missed the conference, fear not. Below is a...more

Royer Cooper Cohen Braunfeld LLC

SEC’s 2025 Examination Priorities

On November 21, 2024, the Securities and Exchange Commission (SEC) released its examination priorities for 2025. The release offers critical insights into the areas that the SEC will focus on....more

Ankura

Navigating the Future: The Evolution of NMLS

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In the dynamic landscape of financial services, the Nationwide Multistate Licensing System (NMLS) has emerged as a cornerstone for regulation and compliance. Serving as an online platform, NMLS facilitates the state license...more

DLA Piper

Institutional Investor Newsletter: 2024 End-of-Year Roundup

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A recent trend in continuation vehicles involves traditional private equity sponsors serving as the “lead investor” in lieu of, or in addition to, more traditional secondary buyers and institutional investors. This expansion...more

Proskauer - Regulatory & Compliance

FCA’s ‘Co-Manufacturer’ Classification and Its Impact on Financial Services

In the evolving landscape of financial services, there have been reports that the Financial Conduct Authority (FCA) has recently classified FNZ, a prominent wealth management platform provider, as a ‘co-manufacturer’ of...more

DLA Piper

EU: Engaging Vendors in the Financial Sector: EDPB Clarifications Mean More Mapping and Management

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The European Data Protection Board (“EDPB“) adopted an opinion on 7 October 2024, providing guidance for data controllers relying on processors (and sub-processors) under the GDPR....more

NAVEX

DORA: Exploring Finance Compliance Requirements

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Numbers never lie. The second most targeted industry in terms of hacking and breaches is Finance, which was the victim somewhere in the realm of 2,306 to 2,792 cyberattacks in 2023 (depending on the source). With each data...more

Dechert LLP

2024 Election - Implications on Private Equity & Private Credit - Update

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With President-elect Trump announced as the winner of the 2024 election, the private equity and private credit sectors are poised for significant developments. Positive economic trends, such as waning inflation, anticipated...more

Venable LLP

California DFPI's New Requirements for Debt Settlement, Education Finance, and Wage Access Providers

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The California Department of Financial Protection and Innovation (DFPI) has implemented new registration requirements under the California Consumer Financial Protection Law (CCFPL), effective February 2025. ...more

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