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 Adopts Targeted Changes to Public Liquidity Risk Management Disclosure

June 28, 2018

The Securities and Exchange Commission today adopted amendments to public liquidity-related disclosure requirements for certain open-end funds.  Under the amendments,[...]

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SEC Proposes New Approval Process for Certain Exchange-Traded Funds

June 28, 2018

The Securities and Exchange Commission today voted to propose a new rule and form amendments intended to modernize the regulatory[...]

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SEC Adopts Inline XBRL for Tagged Data

June 28, 2018

The Securities and Exchange Commission today voted to adopt amendments to eXtensible Business Reporting Language (XBRL) requirements for operating companies[...]

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SEC Expands the Scope of Smaller Public Companies that Qualify for Scaled Disclosures

June 28, 2018

The Securities and Exchange Commission today voted to adopt amendments to the “smaller reporting company” (SRC) definition to expand the[...]

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Former Equifax Manager Charged With Insider Trading

June 28, 2018

The Securities and Exchange Commission today charged a former Equifax manager with insider trading in advance of the company’s September[...]

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SEC and CFTC Announce Approval of New MOU

June 28, 2018

The Securities and Exchange Commission and the Commodity Futures Trading Commission (CFTC) announced today that the two agencies have approved[...]

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SEC Charges Credit Ratings Analyst and Two Friends with Insider Trading

June 26, 2018

The Securities and Exchange Commission today charged a credit ratings agency employee with tipping two friends about The Sherwin-Williams Co.’s[...]

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Wells Fargo Advisors Settles SEC Charges for Improper Sales of Complex Financial Products

June 25, 2018

The Securities and Exchange Commission today announced that Wells Fargo Advisors LLC agreed to settle charges of misconduct in the[...]

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Paul G. Cellupica Named Deputy Director—Chief Counsel of the Division of Investment Management

June 21, 2018

The Securities and Exchange Commission announced today that Paul G. Cellupica has been named Chief Counsel of the Division of[...]

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SEC Shuts Down $102 Million Ponzi Scheme

June 19, 2018

The Securities and Exchange Commission today filed charges and obtained an asset freeze against the individuals and companies behind a[...]

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Investors, Innovation, and Performance Top SEC’s Draft Strategic Plan

June 19, 2018

The Securities and Exchange Commission today published a draft strategic plan that focuses on investors, innovation, and performance as the[...]

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Merrill Lynch Admits to Misleading Customers about Trading Venues

June 19, 2018

The Securities and Exchange Commission today charged Merrill Lynch, Pierce, Fenner & Smith with misleading customers about how it handled[...]

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