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 Announces Charges Against Corporate Insiders for Violating Laws Requiring Prompt Reporting of Transactions and Holdings

September 10, 2014

The Securities and Exchange Commission today announced charges against 28 officers, directors, or major shareholders for violating federal securities laws[...]

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SEC Charges Offshore Business and Two Individuals Behind Scheme to Conceal Ownership of Microcap Stocks

September 09, 2014

The Securities and Exchange Commission today charged two individuals managing an offshore business intended to help clients evade U.S. securities[...]

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SEC Names Victor Valdez As Enforcement Division’s Chief Operating Officer

September 08, 2014

The Securities and Exchange Commission today announced that Victor J. Valdez has been named Chief Operating Officer and Managing Executive[...]

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SEC Charges Minneapolis-Based Hedge Fund Manager With Bilking Investors and Portfolio Pumping

September 08, 2014

The Securities and Exchange Commission today charged a Minneapolis-based hedge fund manager, his investment advisory firm, and an accomplice with[...]

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Tracey L. McNeil Named as SEC’s First Ombudsman

September 05, 2014

The Securities and Exchange Commission today announced that Tracey L. McNeil has been selected as the first ombudsman for the[...]

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SEC Names Brent J. Fields to Lead Office of the Secretary

September 05, 2014

The Securities and Exchange Commission today announced that Brent J. Fields has been appointed as the agency’s Secretary, who is[...]

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SEC Charges L.A.-Based Immigration Attorneys With Defrauding Investors Seeking U.S. Residency

September 03, 2014

The Securities and Exchange Commission today charged a Los Angeles-based immigration attorney, his wife, and his law firm partner with[...]

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Houston-Based Investment Advisory Firm and Co-Owners Charged With Failing to Disclose Conflict of Interest to Clients

September 02, 2014

The Securities and Exchange Commission today announced fraud charges against a Houston-based investment advisory firm accused of recommending that clients[...]

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Fee Rate Advisory #1 for Fiscal Year 2015

August 29, 2014

The Securities and Exchange Commission today announced that in fiscal year 2015 the fees that public companies and other issuers[...]

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Martin Murphy, Examinations Director in SEC’s Los Angeles Office, to Retire After 36 Years of Public Service

August 29, 2014

The Securities and Exchange Commission today announced that Martin Murphy, the Associate Regional Director for Examinations in the agency’s Los[...]

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SEC Announces $300,000 Whistleblower Award to Audit and Compliance Professional Who Reported Company’s Wrongdoing

August 29, 2014

The Securities and Exchange Commission today announced a whistleblower award of more than $300,000 to a company employee who performed[...]

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SEC Charges Two Information Technology Executives With Mischaracterizing Resale Transactions to Increase Revenue

August 28, 2014

The Securities and Exchange Commission today charged two executives at a Dallas-based information technology company with mischaracterizing an arrangement with[...]

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