Vigilant’s experienced professionals have extensive knowledge in Investment Adviser, Broker-Dealer, Mutual Fund, Private Equity, and Cybersecurity compliance, risk, and technology. Vigilant provides insights on best practices, trends, and industry news. Our blog consolidates all SEC, Vigilant, and industry-specific compliance alerts, white papers, articles, etc., to help you stay informed and find the information that you will need and find useful.

 

SEC Staff Issue Risk Alert and FAQs on Customer Sales of Securities

October 09, 2014

The Securities and Exchange Commission today announced publication of a Risk Alert and FAQs to remind broker-dealers of their obligations[...]

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SEC Charges Current and Former E*TRADE Subsidiaries With Improperly Selling Penny Stocks Through Unregistered Offerings

October 09, 2014

The Securities and Exchange Commission today announced an enforcement action against current and former brokerage subsidiaries of E*TRADE Financial Corporation[...]

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SEC, FINRA and the MSRB to Hold Compliance Outreach Program for Municipal Advisors

October 01, 2014

The Securities and Exchange Commission, Financial Industry Regulatory Authority (FINRA), and the Municipal Securities Rulemaking Board (MSRB) today announced the[...]

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Fee Rate Advisory #2 for Fiscal Year 2015

September 30, 2014

When fiscal year 2015 starts on October 1, 2014, the Securities and Exchange Commission expects to be operating under a[...]

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SEC Charges Two with Insider Trading on Pershing Square’s Announcement on Herbalife

September 30, 2014

The Securities and Exchange Commission today announced charges against two individuals for insider trading on a prominent hedge fund manager’s[...]

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Two Former Wells Fargo Employees Charged With Insider Trading in Advance of Research Reports Containing Ratings Changes

September 29, 2014

The Securities and Exchange Commission today announced insider trading charges against two former Wells Fargo employees involved in an alleged[...]

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SEC Charges Bank of America With Securities Laws Violations in Connection With Regulatory Capital Overstatements

September 29, 2014

The Securities and Exchange Commission today charged Bank of America Corporation with violating internal controls and recordkeeping provisions of the[...]

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SEC Charges Two Florida Men With Defrauding Investors in Purported Television Network

September 29, 2014

The Securities and Exchange Commission today announced charges against two Florida men for defrauding investors in a purported startup television[...]

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SEC Charges Four Insurance Agents in Securities Fraud Targeting Elderly Investors

September 26, 2014

The Securities and Exchange Commission today announced charges against four insurance agents for unlawfully selling securities in what turned out[...]

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SEC Announces Cases Targeting International Pyramid Scheme Operators

September 26, 2014

The Securities and Exchange Commission today announced charges against the operators of an international pyramid scheme that raised more than[...]

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SEC Charges Arizona-Based Software Company for Inadequate Internal Accounting Controls Over Its Financial Reporting

September 25, 2014

The Securities and Exchange Commission today sanctioned a Scottsdale, Ariz.-based software company for having inadequate internal accounting controls over its[...]

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SEC Suspends Trading in Nine Penny Stocks in Ongoing Initiative to Combat Microcap Fraud

September 25, 2014

The Securities and Exchange Commission today announced suspensions in trading for nine different penny stocks as part of an ongoing[...]

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