Investment Advisers

3D illustration of a rubber stamp and the text rules and regulations over white background.
Take a peek at the SEC's revised regulatory agenda, be aware of this potential surprise following a regulatory action, see how PE is changing the ...
The Commission's newly released regulatory agenda contains 34 items, several of which would impact IAs, B-Ds, and private fund advisers
Chatbot Chat with AI, A.I.
This P&P comes courtesy of Debra Konieczny, IACCP, CSCP, CCO at Capital Advisors in Tulsa, Okla.
compass with needle pointing the word ethics. Conceptual 3d illustration of business integrity and moral
Here's an example of a compliance P&P that outlines what must be reported to the firm under its code of ethics
Close-up Of A Businessperson's Hand Giving Cheque To Colleague At Workplace
It’s coming soon. The deadline later this summer for advisers that must report 13F securities to reveal their proxy votes on the so-called say-on-pay issue
Businessman speaking through a megaphone announcing from a hill. Communication concept.
The SEC loses again in the High Court, get ready for say-on-pay reporting, court deference to federal agencies falls, and much more
Religious Freedom and The Supreme Court
Coming on the heels of the Commission’s PF rules’ loss in court, it’s very likely parties will see the Loper decision as an invitation to ...
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Here's what your peers clicked on most last month on RCW
Supreme Court of the United States in Washington DC in a sunny day, USA
The conservative majority of justices held that the Seventh Amendment to the Constitution gives defendants that right
Formal group photograph of the Supreme Court as it was been comprised on June 30, 2022 after Justice Ketanji Brown Jackson joined the Court. The Justices are posed in front of red velvet drapes and arranged by seniority, with five seated and four standing. Seated from left are Justices Sonia Sotomayor, Clarence Thomas, Chief Justice John G. Roberts, Jr., and Justices Samuel A. Alito and Elena Kagan. Standing from left are Justices Amy Coney Barrett, Neil M. Gorsuch, Brett M. Kavanaugh, and Ketanji Brown Jackson. Credit: Fred Schilling, Collection of the Supreme Court of the United States
This is the U.S. Supreme Court's 2024 decision in a case that rules defendants in an SEC enforcement action have a right to a trial ...
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