Financial Services & Regulatory Compliance

At The Great Recovery, we provide comprehensive legal services to financial institutions, investment advisors, broker-dealers, and other financial services providers. Our deep understanding of financial regulations helps clients navigate complex compliance requirements while achieving their business objectives.

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Our Financial Services Practice

We offer a full range of legal services tailored to the unique needs of the financial services industry:

Banking Regulation

Advising banks and financial institutions on regulatory compliance, examinations, and enforcement matters.

Investment Management

Assisting investment advisors and funds with formation, registration, and ongoing compliance.

Consumer Finance

Advising on TILA, RESPA, ECOA, FDCPA, and other consumer protection laws.

Compliance Programs

Developing and implementing effective compliance programs tailored to your institution's needs.

Enforcement Defense

Representing financial institutions in investigations and enforcement actions by regulatory agencies.

Fintech & Payments

Advising on money transmission, payment systems, and emerging financial technologies.

Regulatory Framework

We assist clients with compliance across the full spectrum of financial regulations, including:

Dodd-Frank Act

Comprehensive financial reform and consumer protection

Bank Secrecy Act

AML/CFT compliance and reporting requirements

SEC Regulations

Investment Company Act, Investment Advisers Act, and more

CFTC Regulations

Commodity Exchange Act and derivatives regulation

State Money Transmission

Licensing and compliance for money services businesses

Privacy Laws

GLBA, CCPA, and other data protection regulations

Our Approach to Financial Services Law

Regulatory Intelligence

We stay ahead of regulatory changes to provide proactive guidance on emerging compliance requirements.

Risk Management

We help identify and mitigate legal and regulatory risks before they become issues.

Strategic Counseling

We provide practical, business-focused legal advice that aligns with your strategic objectives.

Industry Experience

Our team includes attorneys with deep experience in the financial services sector.

Contact Our Financial Services Attorneys

Whether you're launching a new financial services business, facing regulatory scrutiny, or need ongoing compliance support, our experienced attorneys are here to help you navigate the complex financial regulatory landscape.

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Frequently Asked Questions

What types of financial institutions do you represent?

We represent a wide range of financial institutions including banks, credit unions, investment advisors, broker-dealers, money services businesses, fintech companies, and other financial services providers.

How can you help with regulatory examinations?

We assist with examination preparation, represent clients during regulatory examinations, help respond to examination findings, and defend against enforcement actions when necessary.

What is involved in developing a compliance program?

A comprehensive compliance program typically includes written policies and procedures, employee training, monitoring and testing, a system for addressing consumer complaints, and an independent audit function.

How do you stay current with changing financial regulations?

We actively monitor regulatory developments through legal research, industry publications, participation in professional organizations, and direct engagement with regulatory agencies.

What should I do if my company receives a regulatory inquiry?

Contact legal counsel immediately. Early involvement of experienced regulatory attorneys can help ensure proper handling of the inquiry and prevent missteps that could lead to more serious consequences.