Investment Advisers

Businessman thinking, brainstorming, finance data.
The CFTC and the SEC finalize their amendments to Form PF. Firms would have one year at least to comply.
SEC Commissioners
After the SEC proposed new rules in 2022 designed to force more entities to register as dealers, the Commission received many comments asking that investment ...
SEC Chairman Gary Gensler
"I am supportive of greater post-trade transparency in the Treasury markets, which should benefit investors and issuers alike"
Business people watching a presentation on the whiteboard. A man is writing on the whiteboard with charts and graphs. They are sitting in a board room, there are laptop computers and technology on the table. All are casually dressed. There is a window behind him with city views.
It’s been more than one year but SEC staff have released new FAQs tied to the IA advertising rule and they caution that net and ...
IRS word on a wooden cubes on chart background
If your firm manages a donor advised fund, hurry. You have until Thursday to comment to the IRS about a new proposal that could tax ...
“I think Oppenheimer had an opportunity to prevent all of this from happening,” an investor says
Securities and Exchange Commission, SEC, Building in Washington DC. The SEC regulates stocks and bonds and related financial activities.
A recap of arguments in case that challenges the SEC's new private fund rules, a new SEC rule could mean you'll have to register as ...
SEC Chairman Gary Gensler
"These measures are common sense. Congress did not intend for registration and regulatory requirements to apply to some dealers and not to others"
Hester Peirce, SEC Commissioner
"The final rule does not exclude investment advisers, as some commenters had hoped. Why would it make sense for an investment adviser, which is already ...
"In recent years, advancements in electronic trading have resulted in certain market participants playing an increasingly significant role in providing liquidity .... There is a ...
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