The American Retirement Association has expressing strong support for the Investment Selection Proposal in a comment letter that includes some recommended modifications and clarifications.

Advisors and RIAs are increasingly turning to digital solutions that not only automate proposal creation but also integrate seamlessly with portfolio management and CRM systems. Choosing the right ...

On January 7, the SEC proposed amendments to its rules defining which registered investment companies, investment advisers, and business development companies qualify as small entities for purposes of ...

ST. PETERSBURG, Fla.--(BUSINESS WIRE)--Blake Investment Partners, an institutional real estate investment and development firm focused on large-scale, master-planned real estate development and ...

The Securities and Exchange Commission (SEC) has retracted 14 rule proposals issued in 2022 and 2023. Our Investment Funds Team examines what the SEC’s withdrawal means for investment advisers going ...