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.

 

Barry Miller, Associate Director in Division of Investment Management, to Leave SEC After More Than 40 Years of Public Service

August 23, 2018

The Securities and Exchange Commission today announced that Barry D. Miller, Associate Director of Disclosure Review and Accounting in the[...]

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SEC Chairman Clayton Announces Additional Investor Roundtable in Baltimore for Main Street Investors to ‘Tell Us’ About Their Investor Experience

August 22, 2018

Securities and Exchange Commission Chairman Jay Clayton announced today that an additional investor roundtable to discuss the Commission’s recently proposed[...]

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SEC Charges Former Online Marketing Company Executives With Inflating Operating Metrics

August 21, 2018

The Securities and Exchange Commission today announced settled charges with two former top officers of Endurance International Group Holdings Inc.[...]

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SEC Charges Technology Fund Adviser, Founder in Fraudulent Scheme

August 20, 2018

The Securities and Exchange Commission today charged the founder of San Francisco-based venture capital funds and his investment advisory firm with[...]

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Merrill Lynch Settles SEC Charges of Undisclosed Conflict in Advisory Decision

August 20, 2018

The Securities and Exchange Commission today announced that Merrill Lynch, Pierce, Fenner & Smith has agreed to pay approximately $8.9 million[...]

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SEC Adopts Rule Amendments to Improve Municipal Securities Disclosure

August 20, 2018

The Securities and Exchange Commission adopted amendments to enhance transparency in the municipal securities market. The adopted amendments to Rule[...]

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SEC Charges Unregistered Brokers Who Sold Woodbridge Securities to Main Street Investors

August 20, 2018

The Securities and Exchange Commission today charged five individuals and four companies for unlawfully selling securities of Woodbridge Group of[...]

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SEC Adopts Amendments to Simplify and Update Disclosure Requirements

August 17, 2018

The Securities and Exchange Commission today announced that it has voted to adopt amendments to certain disclosure requirements that have become[...]

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SEC Adopts Amendments to Simplify and Update Disclosure Requirements

August 17, 2018

The Securities and Exchange Commission today announced that it has voted to adopt amendments to certain disclosure requirements that have become[...]

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Citigroup to Pay More Than $10 Million for Books and Records Violations and Inadequate Controls

August 16, 2018

The Securities and Exchange Commission today announced that Citigroup has agreed to pay $10.5 million in penalties to settle two[...]

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SEC Charges Ameriprise Financial Services for Failing to Safeguard Client Assets

August 15, 2018

The Securities and Exchange Commission today announced that Ameriprise Financial Services Inc. will pay $4.5 million to settle charges that[...]

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SEC Files Charges in Municipal Bond “Flipping” and Kickback Schemes

August 14, 2018

The Securities and Exchange Commission today charged two firms and 18 individuals in a scheme to improperly divert new issue municipal[...]

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