Topic
Financial Technology
1,137 published works
Caddi Blog
Salesforce for Financial Advisors
Financial Services Cloud, Practifi and Salentica compared, plus the household-model and custodian realities that decide whether an advisor Salesforce build works.
Consumer Finance Monitor
Protect Borrowers Proposes New Offices of Supervision Policy for State Financial Regulators
By John L. Culhane, Jr., Alan S. Kaplinsky
As we have chronicled in our blog, states are increasingly moving to fill the consumer-protection void created by the CFPB’s dramatic retreat from supervision, enforcement and rulemaking. State legislatures are…
Joe Raczynski | Technologist
Fixing Financial Plumbing: Jay Heller on the Future of Autonomous Capital Flow
Every single day, trillions of dollars flow silently beneath the surface of the global economy—moving through governments, central banks, and massive financial institutions. But the underlying plumbing that governs these…
Consumer Financial Services Law Monitor
New York to Consider Whether to Opt Out of Federal Interest Rate Exportation Under DIDMCA
By Jason Cover, Mark Furletti, Joseph Reilly, Caleb Rosenberg, Taylor Gess, Colin Wilson
On August 26, New York State Senator Zellnor Myrie introduced Senate Bill S10688, legislation that would enact an express “opt out” from key provisions of the Depository Institutions Deregulation and…
Consumer Finance Monitor
House Financial Services Committee to Consider H.R. 7866 and the Intended Scope of DIDMCA’s Opt-Out Provision
By Alan S. Kaplinsky, Burt M. Rublin
Hearing will focus on whether Section 525 permits an opt-out state to regulate loans made by out-of-state state banks On Wednesday, September 2, the House Financial Services Committee will hold…
SCC Blog
MNLU, Mumbai Announces Fintech Policy & Governance Online Certificate Programme | Register Now!
About Maharashtra National Law University (MNLU), Mumbai Maharashtra National Law University Mumbai, established under the Maharashtra National Law University Act, is one of India’s leading National Law Universities. It is…
Free Writings + Perspectives
12th Annual Alternative Finance Summit: Fintech, Blockchain, and Crowdfunding
Hybrid | September 3, 2026Register here. Practising Law Institute (PLI) will host the 12th Annual Alternative Finance Summit: Fintech, Blockchain, and Crowdfunding program. Mayer Brown Partner Anna Pinedo will participate in…
Free Writings + Perspectives
Fintech Funding Trends
CBInsights recently published its State of Fintech report for the second quarter of 2026. Overall, global funding for the first six months of the year totaled $26.4 billion, raised in…
SCC Blog
“Say Yes to Work No One Else Wants”: In Conversation with Praneesh Goyal on Corporate Law, Cross- Border Structuring and Building a firm from scratch
1. Please introduce yourself to our readers. Hi! I am Praneesh Goyal, a corporate lawyer and co-founding partner at MGCo. Legal in India and EQUBE Legal in UAE. We started…
Caddi Blog
Caddi is a 2026 XYPN AdviceTech Competition finalist
Out of 60 applicants, six companies were selected to demo live at XYPN LIVE 2026 in San Diego, and Caddi is one of them. The finalists compete on the Expo…