Investment Advisers

Hester Peirce, SEC Commissioner
"The Commission needs to start treating companies subject to cyberattacks as victims of a crime, rather than perpetrators of one"
"We’ve also seen brokerages and investment advisers use sophisticated analytic tools to interact with investors .... Broker-dealers and investment advisers, regardless of whether they are ...
"One approach is using a sliding scale that would allow any individual to invest at least a modest amount in private investments over the course ...
Back view businessman raising hand for asking speaker for question and answer concept in saminar meeting room
Here are FAQs related to the CTA's beneficial ownership reporting requirements
Farmer woman has invested not only in land but also wind energy watching the turbines
In its representations to the Board and in the ESG Funds’ Prospectuses, WisdomTree did not describe the limitations of the data sets it used from ...
Group of college students in the university amphitheatre, they are sitting and doing an exam."
The bulk of the release aims at RIAs, showcasing a slew of hot exam topics
Woman filling out important paper documents
Here are directions to help you obtain your FinCEN ID to make it easier to comply with the Corporate Transparency Act
This is the DOE's priorities for FY 2025
Global corporation online videoconference in meeting room with diverse people sitting in modern office and multicultural multiethnic colleagues on big screen monitor. Business technologies concept.
Check out an extensive new exam letter that digs into the operations of a private equity fund adviser
Asian female high school student and teacher in classroom. Cram school. Preparatory school. Home tutor.
Here's an extensive DOE exam letter shared with RCW by a source. This was directed at a private equity fund adviser in 2024
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