The Source for
exclusive news on
securities Regulation

04:42 PM, Mar. 10, 2010
DOWNLOAD CURRENT ISSUE (PDF)
CORPORATE ACCESS
CONTACT US
SUBSCRIBE NOW
FREE TRIAL
Skip Navigation Links
NEWS
Home
Top Stories
Brokerage
Investment Management
Europe & Asia
Corporate
FEATURES
Regulatory Alert
Bar Stool
Special FeaturesExpand Special Features
Awards
Regulatory Talk
Conference Reports
Scroll up
Scroll down
RESOURCES
Archives
Links
Corporate Access
Buyer's GuidesExpand Buyer's Guides
Rising StarsExpand Rising Stars
Events
Securities Technology Product & Services Online Guide
Hedge Fund Service Provider Guide
Pension Fund Service Provider Guide
Structured Finance Service Provider Guide
Scroll up
Scroll down
20 Rising Stars of Mutual Funds - 2008
The 20 Rising Stars of Compliance - 2007
The 20 Rising Stars of Retirement Plan Advisors - 2007
The 20 Rising Stars of Wealth Management
The 20 Rising Stars of Hedge Funds
The 20 Rising Stars of Real Estate
The 20 Rising Stars of Fixed Income
Scroll up
Scroll down

Skip Navigation Links
MY ACCOUNT
Login
Update Login Information
Update Account Information
Renew Subscription
CUSTOMER SERVICE
Agents
About Compliance Reporter
Contact Us
Help/FAQ's
ADVERTISING
Advertising Opportunities
SUBSCRIBE
Subscribe
Free Trial

Top Stories   

  • SEC Reexamines Solicitor Ban
    03/05/2010

    The Securities and Exchange Commission is considering whether to allow registered investment advisers and broker/dealers to continue to be paid for soliciting government business on behalf of other advisers.

  • FSA Targets Structured Finance
    03/05/2010

    The U.K. Financial Services Authority is placing greater scrutiny on structured finance products as the market begins to revive and will veto structures it considers too risky.

  • U.K. Set For Tough Anti-Graft Law
    03/05/2010

    The U.K. is set to introduce a tough new anti-corruption law in the next few months.

  • Euro Exchanges Warn Against High-Freq Regs
    03/05/2010

    The Federation of European Securities Exchanges has spoken out against any potential moves by the European Commission to design a regulatory framework covering high-frequency trading.

  • Ex-Amex Chief Settles SEC Complaint
    03/05/2010

    Salvatore Sodano, the former chairman and CEO of the American Stock Exchange, has settled a long-standing complaint lodged by the Securities and Exchange Commission over his alleged failure to supervise the exchange.

  • Compliance Clarified: Handling Climate Change Disclosure
    03/05/2010

    There's been much political skirmishing and boardroom handwringing over the Securities and Exchange Commission's recent guidance on climate change disclosure.

  • Industry Urges End-Of-Day Dark Pool Reports
    02/26/2010

    Large firms and industry groups are urging the Securities and Exchange Commission to require alternative trading systems to report aggregate volume at the end of the trading day rather than on a real-time basis.

  • FinCEN Targets Trade-Based Laundering
    02/26/2010

    The U.S. Department of the Treasury's Financial Crimes Enforcement Network is pushing financial institutions to pay closer attention to the growing threat posed by trade-based money laundering.

  • Euro Pols Plot Tighter Hedge Fund Noose
    02/26/2010

    European lawmakers are trying to expand the scope of plans to beef up regulation of hedge funds.

  • SEC Enforcer Assures On Cooperation Deals
    02/26/2010

    Individuals worried that a potential cooperation agreement with the Securities and Exchange Commission could open the door to parallel criminal charges should make their concerns clear when contacting enforcement staff, according to Lorin Reisner, deputy director of the SEC's Division of Enforcement.

  • FIA Protests Surprise CME Rule Change
    02/26/2010

    The Futures Industry Association has blasted the CME Group for not seeking public comment on an amendment to its plan to allow customer funds used to margin cleared credit default swaps to be commingled with other funds in customer segregated accounts.

  • Money Managers Under The Microscope
    02/19/2010

    Due diligence requests from institutional investors looking at asset management firms are focusing more closely on compliance issues.

  • FSA Plots Client Asset Protection Swoop
    02/19/2010

    The U.K. Financial Services Authority is planning targeted visits to make sure brokerage and investment firms are complying with rules on protecting client money and assets as part of a blitz on poor practices.

  • New Rules Piling More Work On General Counsel
    02/19/2010

    General counsel are facing a series of new challenges as regulators ramp up corporate governance rules and raise the stakes on anti-graft compliance.

  • Europe Pushes CDS Position Limits, Naked Ban
    02/19/2010

    Sharon Bowles, chair of the European Parliament's Economic and Monetary Affairs Committee, wants to curb speculative trading of sovereign credit default swaps by enforcing position limits and other ownership restrictions, after seeing spreads gap out on Southern European sovereigns such as Greece.

  • FINRA Guides On Reverse Convertibles
    02/19/2010

    Firms should consider restricting purchases of reverse convertible notes to investors whose accounts have been approved for options trading because the products are similar to put options, according to recent Financial Industry Regulatory Authority guidance.

  • Ontario Finds IFRS Disclosure Lag
    02/19/2010

    The Ontario Securities Commission has found that many local issuers have not been giving investors adequate information about their plans to switch to international accounting standards.

  • Compliance, Risk Spending To Rebound
    02/12/2010

    Firms are plotting to ramp up spending on risk management and compliance as pressure from regulators helps reverse two years of cutbacks.

  • SEC Nears Broker Custody Proposals
    02/12/2010

    Staffers at the Securities and Exchange Commission's Division of Trading and Markets are preparing to send the Commission recommendations for beefing up the rules on broker/dealers' holding of customer assets.

  • Lawmakers Push For More Euro Regulator Power
    02/12/2010

    European lawmakers are pushing for planned EU-level regulatory bodies to have more powers than envisaged by the European Commission, including putting cross-border firms under the direct supervision of European, rather than national, agencies.

  • Groups Urge Senate To Uphold Fiduciary Plan
    02/12/2010

    A coalition of consumer groups and state regulators has urged the Senate Banking Committee to resist industry pressure to eliminate or water down a plan to subject broker/dealers and insurance brokers to a fiduciary duty.

  • Will FSA Boss Exit Herald New Tone?
    02/12/2010

    A successor to U.K. Financial Services Authority CEO Hector Sants could be tempted to switch tack from the regulator's recent get-tough approach, according to Andrew Hart, partner at Freshfields Bruckhaus Deringer.

  • Risk And Compliance: Merge Or Separate?
    02/04/2010

    The future interaction between risk teams and compliance is taking center stage in the U.K. as regulators bang the drum for stronger risk controls.

  • FINRA Eyes Exorbitant Mailing Fees
    02/04/2010

    The Financial Industry Regulatory Authority wants to know how much "handling" actually goes into the postage and handling charges that some firms have been billing clients.

  • Restatements, Control Problems Drop Sharply
    02/04/2010

    The number of U.S. companies making financial restatements or reporting problems with their accounting controls dropped dramatically last year, according to research from Glass Lewis & Co.

  • SEC Tinkers With Variable Annuity Prospectus
    02/04/2010

    The Securities and Exchange Commission's Division of Investment Management is working to resolve technical hurdles to developing a summary prospectus for variable annuities, according to William Kotapish, assistant director of the SEC's Office of Insurance Products.

  • Lloyds Reg Boss To Join Herbert Smith
    02/04/2010

    Herbert Smith has hired Jenny Stainsby, head of group regulatory at Lloyds Banking Group, for its financial services disputes practice in London.

  • Case Sparks Mutual Fund Insider Warning
    01/28/2010

    Mutual fund companies should consider tightening their grip on material, non-public information about the funds they operate.

  • Impact Of Euro Regulator Divides Opinion
    01/28/2010

    The new European Securities and Markets Authority is coming soon. But few in the industry can agree on its likely impact.

  • Firms Report Spike In Wire Fraud, Trading Suspicions
    01/28/2010

    Securities firms reported a sharp spike in suspicious activities related to potential violations such as wire fraud, bribery and wash trades in the first six months of last year.

  • Barclays Names New Reg Relations Tsar
    01/28/2010

    Erin Mansfield has been appointed managing director of regulatory relations at Barclays Group, a newly created position. Mansfield will split her time between London and New York, and reports to Chris Lucas, finance director for Barclays Group.

  • Survey: Law Firms To Hike Rates This Year
    01/28/2010

    U.S. law firms expect to increase their rates by an average of 3.2% in 2010, according to research from consulting firm Altman Weil.

  • FINRA Readies Slug Of Enforcement Cases
    01/22/2010

    The Financial Industry Regulatory Authority is targeting a slew of enforcement actions across a range of areas, including reverse convertibles and auction-rate securities.

  • Barclays Names U.S. Compliance Chief
    01/22/2010

    Barclays Capital has appointed Thomas McManus as chief compliance officer for the Americas.

  • FSA Gets Tough On Liquidity Compliance
    01/22/2010

    The U.K. Financial Services Authority has told firms they must give written confirmation of their compliance with new liquidity requirements.

  • Reg Advisory Work Holds Steady As Fees Fall
    01/22/2010

    London-based attorneys specializing in financial regulatory advice said they are not seeing a slump in work, even as major law firms struggle as a whole.

  • Ontario Gives Hedge Funds Thumbs Up
    01/22/2010

    The Ontario Securities Commission has given hedge funds a largely clean bill of health in terms of compliance with the province's securities laws.

  • FINRA Looks To Juice Up Affiliate Ties Disclosure
    01/15/2010

    The Financial Industry Regulatory Authority is looking to require firms to file a "detailed and comprehensive summary" of business ties to affiliates as part of applying for new or continuing membership.

  • Court Boosts EU Insider Trading Enforcement
    01/15/2010

    The European Court of Justice has released an opinion stating that if an individual is found to have been in possession of insider information when they traded, they can be presumed to have done so based on that information.

  • RBC Lands Senior U.S. C/Os
    01/15/2010

    RBC Capital Markets has made a series of senior compliance appointments in New York.

  • Toronto Exchanges Fret Accounting Split
    01/15/2010

    Officials from the Toronto Stock Exchange and TSX Venture Exchange have called on the Ontario Securities Commission to fall in line with other provincial regulators over accounting rules.

  • TABB: Derivatives Rules Coming This Summer
    01/15/2010

    A comprehensive derivatives reform bill should reach U.S. President Barack Obama's desk in late summer, according to Kevin McPartland, senior analyst at independent research firm TABB Group in New York.

  • Ratings Reforms Create A Tizzy
    01/08/2010

    The Securities and Exchange Commission's latest look at credit rating agency reforms has prompted a reaction in parts of the industry akin to a group of Jonas Brothers fans being told their tickets may be counterfeit.

  • Firms Frame Canadian Dark Pool Debate
    01/08/2010

    Large firms and other industry figures have sketched for Canadian regulators elements of a roadmap to reconfigure market structure in the country, including the future of dark pools.

  • New Boss Gives OCIE A Boost
    01/08/2010

    Industry professionals say the appointment of new boss Carlo di Florio and a number of senior officials has ended months of uncertainty about the future of the Securities and Exchange Commission's Office of Compliance Inspections and Examinations.

  • Liquidnet Wants Dark Pool Flexibility
    01/08/2010

    The Securities and Exchange Commission should expand its proposed exemption from reporting block trades in dark pools to give institutional investors more cover in executing such orders and avoid driving up costs for mutual fund or pension fund investors, according to Liquidnet.

  • Likely Euro Derivatives Tsar Faces Grilling
    01/08/2010

    U.K. representatives on the European Parliament's Economic and Monetary Affairs Committee are set to cross-examine Michel Barnier, the presumed successor to European Commissioner for the Internal Market and Services Charlie McCreevy, on the impact derivatives regulation will have on the City of London.

  • Industry Expects MiFID Extension To Bonds
    12/28/2009

    A European Commission review of the Markets in Financial Instruments Directive, which is expected to take place in early 2010, could see the landmark legislation extended into new areas, including bonds.

  • Enforcement, Litigation Onslaught Forecast
    12/28/2009

    U.S. companies, particularly financial institutions, are gearing up to fight more legal battles in 2010 as enforcers and investors get tough.

  • FCPA, Custody Top Exam Concerns
    12/28/2009

    Attorneys and compliance officials expect to be kept on their toes by a range of tough questions from regulators in 2010 as examiners respond to pressure to spot potential problems earlier.

  • Annual Outlook & Review
    12/28/2009

  • Enforcement To Tackle Bloat
    12/18/2009

    The Securities and Exchange Commission's Division of Enforcement is targeting its own bureaucratic bloat next year, alongside focusing on insider trading and fraud linked to the financial crisis.

  • FSA Lands Fewer But Bigger Fines
    12/18/2009

    The number of fines meted out by the U.K. Financial Services Authority is on course to drop this year, even as the regulator has stepped up its scrutiny of the industry.

  • SEC Probes CDO Trading, Valuation
    12/18/2009

    The Securities and Exchange Commission has launched a probe into how investment advisers have traded and valued collateralized debt obligations and similar structured credit products.

  • SEC Slams Investor Trainers
    12/18/2009

    The Securities and Exchange Commission has fined Investools and two former salesmen over allegations the salesmen made false and misleading statements at how-to-trade-securities workshops they conducted, and that the company failed to police their alleged fraudulent conduct between 2004 and 2007.

  • Downturn Takes Toll On Compliance
    12/18/2009

    Almost one-third of compliance and internal audit teams have lost staffers over the past 18 months, according to a new poll by Deloitte Financial Advisory Services.

  • FINRA Sweeps Retail Forex Firms
    12/11/2009

    The Financial Industry Regulatory Authority has stepped up its interest in retail foreign exchange trading with an extensive probe into the business.

  • Judges: Be Ready For E-Discovery
    12/11/2009

    A panel of judges last week warned firms that judicial patience is wearing thin with companies that fail to handle electronic discovery requests efficiently and quickly.

  • EU Dark Pool Switch Means More Work
    12/11/2009

    Compliance teams face a wave of new work as firms in Europe convert their dark pool trading facilities to more closely-regulated structures.

  • HK Resigned To Reforms
    12/11/2009

    Market participants appear resigned to the fact that the Hong Kong Securities and Futures Commission is unlikely to budge on a number of contentious plans to overhaul the unlisted structured products market.

Compliance Reporter | DOWNLOAD CURRENT ISSUE (PDF) | Corporate Access | Contact Us | Subscribe | Free Trial | Sitemap
© 2008 Institutional Investor | Terms & Conditions | Privacy Policy