Welcome to the Club: Municipal Advisors Now Subject to SEC Scrutiny

The registered advisor community just got a little larger. The SEC recently…

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New Report: FINRA Fines Trending Downward

FINRA fines are significantly lower for the first half of 2013, according…

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New Rule 506(c) — Are You Sure You Are Reasonable?

It went in effect yesterday. “It” being the SEC’s historic amendment to…

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Twitter, the IPO and the JOBS Act

Twitter and its IPO must have been one of the topics most…

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Broker-Dealers to Face Tougher Custody Rules

The SEC recently adopted significant changes to the broker-dealer reporting rules.  The…

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Proposed Disclosure Rules Will Not Delay Lifting of General Solicitation Ban

SEC Chair Mary Jo White recently confirmed that the SEC will not…

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Are DOL and SEC Fiduciary Rules Headed for a Collision?

Two federal government agencies are currently working to create new fiduciary rules…

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Climbing

For my birthday every year, I treat myself to learn or see…

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Will We See Crowdfunding Rules This Fall?

Mary Jo White said it.  It’s on C-SPAN. Crowdfunding rules could finally…

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SEC Brings First Action Under Chief Compliance Officer Rule

The SEC recently sanctioned a former portfolio manager  under Rule 38a-1(c) of…

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