SEC Hoping to Take Control Over Adviser Oversight With Stepped Up Exams

The SEC continues its efforts to prove that it is up to…

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FINRA Enforcement Set to Break Records

FINRA is on pace to break its own enforcement records, based on…

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Do Advisers Need to Raise the Red Flag?

SEC recently finalized rules requiring investment advisers, and other entities under its…

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This One’s Important — What Do Crowd Funding Investors Look for in a Start-Up Company?

For startups and entrepreneurs looking to explore crowdfunding opportunities, there is really…

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JOBS Act Update: Is There Rulemaking on the Horizon?

Speculation is again growing about when the SEC will complete its rulemaking…

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When Do Private Funder Advisers Need to Register as a Broker-Dealer?

In remarks before the American Bar Association, David W. Blass, Chief Counsel,…

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Financial Crisis Has Silver Lining For Advisers

While the financial crisis wreaked havoc on many retirement accounts, it had…

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How Would Obama’s Budget Impact Advisers?

On April 10, President Barak Obama unveiled his 2014 budget. The plan…

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Crowdfunding, A Plain English Primer: The Main Players All Start With an “I”

When talking about crowdfunding, there are three main players. They are the…

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There Is More To Crowdfunding Than the JOBS Act

Until the SEC finalizes rules to implement the JOBS Act, private fundraising,…

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