Heightened Examination Will Come at a Higher Cost for Investment Advisers

As we mentioned in our last post, increased adviser oversight is likely…

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The Big Question for 2012: Who Will Regulate Investment Advisers?

It is likely that investment advisers will see more rule changes in…

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Trend to Watch for 2012: Outsourcing Investment Adviser Compliance

With all of the new regulatory changes, compliance will likely be a…

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Did You Hear? New Wave of SEC Enforcement Will Target Advisers

The word on the street is that the Securities and Exchange Commission…

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SEC Using Technology to Crack Down on Registered Investment Advisers

Federal and state securities regulators are increasingly using technology to pursue enforcement…

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Can You Handle the Truth? SEC Targeting False Information on Advisers’ ADVs

As part of its stepped up enforcement activities, the Securities and Exchange…

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Are You Prepared? Compliance Failures Can Lead to SEC Enforcement Actions for Newly Registered Advisers

Under the new rules for investment advisers, advisers to private equity groups…

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New Requirements for Advisers to Private Funds: SEC Form PF

Advisers to private funds will have a host of new reporting requirements…

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New Rules for Investment Advisers: Is Your Family Office Required to Register Under the New Rules?

As we mentioned in previous blog post, the Dodd-Frank Act repealed the…

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New Rules for Investment Advisers: Have You Properly Calculated Your Assets Under Management?

Under the new rules for investment advisers, one of the most important…

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