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1. • Todd Millay

     GBH News· 2 days ago

     Todd Millay is the Managing Director of Choate Investment Advisors. In connection with overseeing the investment strategy and day-to-day ...

2. • New Privacy and Cybersecurity Obligations for Private Fund Sponsors and Managers | JD Supra

     JD Supra· 1 day ago

     Last week, the Securities and Exchange Commission imposed expanded privacy and cybersecurity obligations on fund managers and sponsors registered with the SEC as ...

3. • 

     AMLO’s Successor Will Inherit a Slowing Economy as Mexico’s Spark Fades

     Bloomberg via Yahoo Finance· 6 hours ago

     (Bloomberg) -- Mexico’s economy was finally, for the first time in years, the talk of Latin America....

4. • 

     Learn More About Marcos Acevedo in La Vista, NE.

     US News & World Report· 5 days ago

     Marcos Acevedo is a financial advisor in La Vista, NE. Find a financial advisor who specializes in the area of expertise you require. An advisor ...

5. • Pushing Reg S-P: SEC Adopts Amendments to Modernize and Enhance Regulation S-P | JD Supra

     JD Supra· 2 days ago

     Regulation S-P governs how registered investment advisers, investment companies, broker-dealers, and transfer agents (collectively, “ ...

6. • Spectrum Investment Advisors Announces New Hires

     NBC 17 Raleigh· 6 days ago

     Spectrum Investment Advisors is thrilled to announce the exciting three additions to our firm. Max is licensed as an Accredited Asset Management Specialist ...

7. • Fidelity Go Review 2024: Pros, Cons and How It Compares - NerdWallet

     Nerdwallet· 3 days ago

     Human portfolio oversight: The day-to-day investment and trading decisions for portfolios are handled by a team of humans from Strategic Advisors, a < ...

8. • 

     US SEC updates customer data hacking rules for Wall Street

     Reuters via Yahoo News· 6 days ago

     Under the changes announced Thursday, broker-dealers, investment companies, registered investment...

9. • SEC and FinCEN Propose Customer Identification Program Requirements for Certain Investment Advisers...

     JD Supra· 5 days ago

     In February 2024, the U.S. Department of the Treasury issued its 2024 Investment Adviser Risk Assessment, which explains that there are “several...

10. • 

      Financial Advisor in New York’s Ritzy Hamptons Convicted of Fraud, Money Laundering

      Barrons.com· 5 days ago

      A jury determined that Jeffrey Slothower stole more than $1 million from investors to purchase...