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Business Development › Financial Services Industry

Follow this channel for smart insights on business development strategies and tactics for lawyers and law firms today. Writers in this channel include coaches, consultant, marketers, lawyers, and... more +
Follow this channel for smart insights on business development strategies and tactics for lawyers and law firms today. Writers in this channel include coaches, consultant, marketers, lawyers, and others with deep experience in biz dev for legal professionals  less -
Ary Rosenbaum - The Rosenbaum Law Firm P.C.

How the 2025 Schwab RIA Benchmarking Study Reshapes the RIA Playbook

Ary Rosenbaum - The Rosenbaum Law Firm P.C. on

Schwab’s latest 2025 RIA Benchmarking Study—based on self-reported data from approximately 1,288 independent advisory firms holding over $2.4 trillion in client assets—delivers powerful insights into what’s driving growth,...more

Ary Rosenbaum - The Rosenbaum Law Firm P.C.

July finalizes another purchase

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In the retirement plan industry, acquisitions aren’t just about numbers—they’re about narrative. And with its seventh deal in two years, July Business Services (JULY) is writing a very clear one: they’re not just growing,...more

Bradley Arant Boult Cummings LLP

Beware of Wolves in Sheep’s Clothing: Accepting PE Investments May Create Unforeseen Problems for Private Company Majority Owners

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As private companies grow, they need to secure capital to support their efforts to provide more (and/or better) products and services to their clients. The need for emerging companies to obtain growth capital often leads the...more

Morgan Lewis

Kazakhstan Introduces Unified Register of State Support Measures for Private Entrepreneurship

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The Deputy Prime Minister – Minister of National Economy of the Republic of Kazakhstan recently adopted Order No. 55, which came into force on 6 July 2025. The order approves the Register of State Support Measures, which...more

Allen Barron, Inc.

Integrated Professional Services Provide Stronger Business Outcomes

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How can integrated professional services provide stronger business outcomes for your business?  Why should you consider integrated legal, tax, accounting, and business advisory services, instead of relying upon the separate...more

Integreon

The Hidden Costs of In-House Creative Teams

Integreon on

Creativity is not a luxury in financial services marketing; it’s a business necessity. Whether you’re rebranding, launching something new, or trying to connect with clients in a meaningful way, strong creative work makes all...more

Ary Rosenbaum - The Rosenbaum Law Firm P.C.

That 401(k) Conference: Sponsoring While Not Burning You Out

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When I first started my law practice, I’d get invited to sponsor networking events or plan sponsor forums. They’d ask for a check, promise big exposure, and deliver… almost nothing. The room would be filled with the wrong...more

Hogan Lovells

A Guide to Doing Business in Hong Kong – 2025

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Since establishment of the office in 1982, Hong Kong has acted as the hub around which Hogan Lovells’ regional growth and network expansion have been organised. We are also the sole Hong Kong member of the Pacific Rim...more

Kilpatrick

5 Key Takeaways | Debating Critical Issues Facing the Banking Industry

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Kilpatrick partner Gary Bronstein joined other thought leaders at the 2025 Bank Director Acquire of Be Acquired Conference to discuss and debate some of the most interesting issues in banking. This annual gathering provides...more

Morrison & Foerster LLP

2024 M&A Annual Review

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Our M&A team is honored to have represented clients in some of the most compelling transactions in 2024, from advising the iconic rock band KISS and its co-founders Gene Simmons and Paul Stanley in the sale of all assets...more

Furia Rubel Communications, Inc.

The Future of Payments, Technology, and IP: On Record PR

Furia Rubel Communications, Inc. on

In this episode of On Record PR, Jennifer Simpson Carr goes on record with Moish E. Peltz, Partner at Falcon Rappaport & Berkman LLP, to discuss the impact of rising technology like artificial intelligence and cryptocurrency...more

Troutman Pepper Locke

Welcome Trevor Salter: A Deep Dive Into Financial Services Transactions — Payments Pros Podcast

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In this special joint episode of Payments Pros and The Consumer Finance Podcast, Chris Willis and Carlin McCrory introduce Trevor Salter, a seasoned financial services transactional attorney who recently joined Troutman...more

Poyner Spruill LLP

How the Republic Bank Collapse Compares to Other Recent Failures

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First Republic vs Republic First: A Comparison - First Republic’s Troubles - First Republic, which had been supervised by the FDIC since 2018 and received largely positive examination ratings throughout, was...more

Fox Rothschild LLP

Cross-Examination: Jodi Perry, National Head of Advisor Recruiting at Raymond James

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What's the secret to successfully recruiting advisors? Understanding that moving from one firm to another is probably one of the most stressful things that an advisor can go through. That’s what Jodi Perry, National Head of...more

Miles & Stockbridge P.C.

[Event] 2023 Regional Economic Breakfast Briefing - November 21st, Frederick, MD

Miles & Stockbridge P.C. on

Please join Miles & Stockbridge on November 21 for our annual Regional Economic Breakfast Briefing, offering a broad view of factors shaping the region, including opportunities along the I-270 corridor. Returning this year...more

Proskauer - Private Market Talks Podcast

[Podcast] Private Market Talks Episode 10: Building a Credit Platform with MidCap Financial’s Clare Bailhé

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This week on Private Market Talks, MidCap Financial’s Clare Bailhé joins us to talk about what it’s like to build, scale and manage a market-leading credit investment platform. In 2008 – a pivotal year for the financial...more

Cadwalader, Wickersham & Taft LLP

Fore!ward June 2023 - The Belfry, Our Bellwether?

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Earlier this week, more than 200 of the top leaders in fund finance met at the first-ever FFA Global Leadership Summit. The two-day mini-conference, in a week where the PGA Tour and Saudi-backed LIV tour shockingly announced...more

DarrowEverett LLP

New Rules Aim to Make SBA Loans More Accessible, Abundant, and Better

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The United States Small Business Administration (“SBA”) oversees two loan programs that are intended to benefit small business owners and promote employment. The programs, known as the 7(a) Loan Program and Section 504 Loan...more

Ary Rosenbaum - The Rosenbaum Law Firm P.C.

There is never a need to troll

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Social media is one of the great tools that I needed to start my own ERISA practice. While my Twitter handle can attract some interaction with non-retirement folks, I’m always mindful of what I post and how I handle myself....more

Ary Rosenbaum - The Rosenbaum Law Firm P.C.

Social media lands clients

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When I was at that semi-prestigious law firm on Long Island, I became convinced that I could draw business from around the country by creating content via social media that would allow me to develop relationships with...more

McDermott Will & Schulte

Welcome to the Metaverse: Opportunities and Challenges Women in Fintech Networking Webinar Series

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As a recap: This session we discussed the opportunities and challenges that come with the advent of the metaverse. We were joined by Samrah Kazmi, co-founder and COO at Maiden Century, Inc. and founder and CEO of Women in...more

Lowndes

A Primer on Florida Alcoholic Beverage Licenses

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If you are buying or financing properties with businesses selling alcoholic beverages, Florida’s regulatory requirements may seem daunting. To successfully navigate the complexities of Florida alcoholic beverage licensing, a...more

Clark Hill PLC

Can the Cannabis Industry CLIMB to Increased Institutional Investment and Capital Markets Listings?

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This morning, Representative Troy A. Carter, Sr. (D-LA) and Representative Guy Reschenthaler (R-PA) introduced a bipartisan bill called The Capital Lending and Investment for Marijuana Businesses (CLIMB) Act which, if passed...more

Hogan Lovells

[Event] Tech – Exposed in a downturn? - November 11th, London, UK

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Tech has been transformed in the last decade. Does value invested in the cloud, big data and algorithms create new risks and opportunities if there is an economic downturn. If so, what should you do? During this session,...more

American Conference Institute (ACI)

[Event] Women Leaders in Financial Services Law and Compliance – Professional development, Substantive Legal Discussion, and...

American Conference Institute (ACI) on

Now, more so than ever before, we continue to hear dialogue about diversity and inclusion in the workplace hoping to achieve a clearer path towards equality. The financial services industry is not immune from this premise. ...more

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