Investment Advisers

SEC Chairman Gary Gensler has said TCRs are essential to the Commission's "work as a cop on the beat"
Magnifying glass on charts graphs paper. Financial development, Banking Account, Statistics, Investment Analytic research data economy.
An adviser CCO tells of a recent SEC exam that deeply probed the adviser’s due diligence into its pricing services used for establishing valuations
A collection of United States debt certificates.
This SEC final rule amends the broker-dealer customer protection rule to permit margin required and on deposit with covered clearing agencies for U.S. Treasuries to ...
Senior American policeman showing stop hand sign.
JPMS regularly asked certain advisory clients and brokerage customers to sign a confidential release agreement that impeded the clients from disclosing potential violations of the ...
SEC Chairman Gary Gensler
"The SEC takes its cybersecurity obligations seriously. Commission staff are still assessing the impacts of this incident .... The staff also will continue to assess ...
Business team investment trading do this deal on a stock exchange. People working in the office.
Two employees involved with large blocks trades disclosed to certain buy-side investors non-public, potentially market-moving information, concerning impending "block trades, violating the selling shareholders’ expectations ...
Happy mid adult businessman taking documents from a candidate on a job interview in the office.
Hundreds comment on new DOL fiduciary duty proposal, the SEC answers some Form CRS questions, new report from FINRA and much more
A mic in front of a packed theater.
Time will reveal if the Labor Department proves successful in finalizing its latest fiduciary duty proposal, but if some industry comments hold the day, the ...
Back view businessman raising hand for asking speaker for question and answer concept in saminar meeting room
The Commission has released a new set of 10 FAQs tied to the short disclosure form that investment advisers and broker-dealers must share with their ...
SEC Chairman Gary Gensler
Today's "Commission action is cabined to ETPs holding one non-security commodity, bitcoin. It should in no way signal the Commission’s willingness to approve listing standards ...
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