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Employee Training Financial Services Industry

Wiley Rein LLP

Wiley Consumer Protection Download (July 29, 2025)

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FTC Obtains Temporary Restraining Order and Asset Freeze Against Seven Debt Relief Companies and Their Owners for Allegedly Deceptive Practices. On July 14, the FTC filed a complaint and motion for temporary restraining order...more

Thomas Fox - Compliance Evangelist

2 Gurus Talk Compliance: Episode 55 – The From Worse to Worser Edition

What happens when two top compliance commentators get together? They talk compliance, of course. Join Tom Fox and Kristy Grant-Hart in 2 Gurus Talk Compliance as they discuss the latest compliance issues in this week’s...more

Walkers

Jersey Employment Forum champions new whistleblowing regime

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The Jersey Employment Forum has released a report and recommendation on the introduction of public interest disclosure (whistleblowing) legislation in Jersey which will give legal protection to individuals who report certain...more

Thomas Fox - Compliance Evangelist

Innovation in Compliance: Exploring the Intersection of Compliance, Technology, and AI with Ben Sperry

Innovation comes in many areas, and compliance professionals need to be ready for it and embrace it. Join Tom Fox, the Voice of Compliance, as he visits with top innovative minds, thinkers, and creators in the award-winning...more

Hanzo

Why Marketing Compliance for Financial Services Is A Big Deal

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In today's fiercely competitive business landscape, financial services companies, like their counterparts in other industries, rely on advertising and digital marketing strategies to create brand recognition, promote their...more

Walkers

What can we learn from recent enforcement actions in the Cayman Islands?

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Walkers' regulatory partners Lucy Frew and Ian Mason consider the learning points for financial services providers (FSPs) from recent enforcement actions by Cayman regulatory bodies. While financial services and related...more

Ary Rosenbaum - The Rosenbaum Law Firm P.C.

Broadridge to use training to increase diversity

Broadridge Financial Solutions is launching an initiative to extend its Fi360 Accredited Investment Fiduciary (AIF) Designation Training to financial professionals from underrepresented groups at no cost. An industry of...more

A&O Shearman

Diversity and inclusion in the financial sector – working together to drive change

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On 7 July 2021, the UK regulators published a joint discussion paper setting out policy options to drive diversity and inclusion in financial services. In this wide-ranging and significant paper the regulators expressly state...more

McGlinchey Stafford

Regulators Prioritize Fair Lending And Equal Access To Credit

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Anyone who has attended a conference that looked at information from regulators within the past few months could not help but notice that a key area of focus is fair lending and equal access to credit... Originally...more

Porter Hedges LLP

MoneyGram Settlement Illustrates The Need To Maintain Robust Controls

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On April 29, 2021, the U.S. Department of Treasury’s Office of Foreign Assets Control (“OFAC”), the agency that enforces and administers U.S. economic and trade sanctions, announced a settlement with Dallas-based MoneyGram...more

Morgan Lewis

Preparing for Implementation of the Senior Managers and Certification Regime

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All dual-regulated and FCA solo-regulated firms are now under the scope of the Senior Managers & Certification Regime (SMCR), with many working hard in recent months to ensure all aspects of the regime are well embedded. ...more

Fisher Phillips

Financial Services Employers Face Significant Increase In Cybersecurity Threats

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Employers in the financial services sector are facing an unprecedented number of cybersecurity attacks during the pandemic crisis. To put this in perspective, the Financial Industry Regulatory Authority (FINRA) has issued...more

Hinshaw & Culbertson - Consumer Crossroads

Validating Cyber Compliance in Light of the First DFS Enforcement Action

We recently reported on the New York State Department of Financial Services' (DFS) first enforcement action under its 2017 cybersecurity regulation ("Part 500"), which prescribes how financial services companies licensed to...more

Ballard Spahr LLP

AMA Updates AML Best Practices for AML Compliance

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AMA Details Components of a Strong AML/BSA Program - Earlier this month, the American Gaming Association (“AGA”) released an updated Best Practices for Anti-Money Laundering (“AML”) Compliance (“Best Practices Guidance”)...more

Akin Gump Strauss Hauer & Feld LLP

NFA Issues Interpretive Notices for CPOs Regarding Internal Controls Systems and Cybersecurity

• The NFA has determined that registered CPOs must implement an internal controls system and highlighted best practices for such a framework. • In response to certain frequently asked questions, the NFA has also updated its...more

Skadden, Arps, Slate, Meagher & Flom LLP

Key Considerations to Protect Against Insider Threats in Cybersecurity

Most companies have strengthened their cybersecurity defenses against outside hackers, but many often neglect the equal threat posed by those within their network walls — employees who already have privileged access to...more

Skadden, Arps, Slate, Meagher & Flom LLP

OCIE Releases Results of Cybersecurity Examination Initiative

On August 7, 2017, the Office of Compliance Inspections and Examinations (OCIE) of the U.S. Securities and Exchange Commission (SEC) released a summary of its observations (the report) from cybersecurity examinations of 75...more

Stinson - Corporate & Securities Law Blog

The New York State Department of Financial Services Proposes Robust Cybersecurity Rules

On September 13, 2016, the New York State Department of Financial Services (DFS) proposed new rules that would require certain “Covered Entities” to establish and implement cybersecurity programs designed to protect nonpublic...more

NAVEX

New UK Whistleblower Rules: A Roadmap

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Financial firms in the UK are grappling with new whistleblower requirements aimed at helping to prevent another financial crisis. And while many in the financial community are nervous about the new requirements, we believe...more

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