Investment Management

In this issue, we discuss, among other things, the further extension of the compliance date for Form PF amendments, and a ...

President Trump’s August 7, 2025 retirement plan Executive Order underscores the administration’s objective to make al...

Since our client update on September 15, we have heard from many companies and advisors with questions about ExxonMobil’...

Thousands of U.S. public companies hold annual shareholder meetings with multiple proposals to vote on, but most sharehold...

In this issue, we discuss an ADI issued by the SEC’s Division of Investment Management regarding registered closed-end f...

In this issue, we discuss FinCEN’s postponement of the effective date for a final anti-money laundering rule that was is...

In this issue, we discuss the further extension of the compliance date for Form PF amendments and the SEC’s withdrawal o...

In this issue, we discuss state law restrictions on the use of ESG factors by financial institutions, including with respe...

Over the past several years, many states have enacted laws targeting the consideration of ESG factors in investing and bus...

Since 2023, the UK government has been engaging with the cryptoasset industry as part of its efforts to develop a regulato...