News & Analysis as of

Regulatory Oversight Investors Financial Industry Regulatory Authority (FINRA)

Faegre Drinker Biddle & Reath LLP

FINRA’s Focus on Account Recommendations and Rollovers

FINRA’s continued focus on account recommendations and rollovers is evident in its 2025 FINRA Annual Regulatory Oversight Report (the Report), Based on the Report, broker-dealers and their registered representatives...more

Goodwin

FINRA Adds Continuing Membership Application Requirement to Address Brokers With a History of Misconduct

Goodwin on

FINRA recently amended its rules in order to strengthen its tools to respond to brokers with a significant history of misconduct and the firms that employ them. The amended rules include FINRA’s Disciplinary Proceedings...more

UB Greensfelder LLP

[Webinar] FINRA 2019: A Look Back, and Thoughts About What Lies Ahead - December 4th, 2:00 pm ET

UB Greensfelder LLP on

Michael Gross and Alan Wolper will discuss outside business activities, the 2019 report of exam findings and observations, and internal changes at FINRA. ...more

UB Greensfelder LLP

FINRA’s Proposal On High-Risk Firms Is A Must-Read, But Hardly A Must-Enjoy

UB Greensfelder LLP on

I apologize for all the posts this week, but I am traveling and am in a different time zone, so I am awake at hours when, ordinarily, I would be asleep, giving me time to muse. Anyway, given that, I will not test your...more

UB Greensfelder LLP

FINRA Is Going After “High-Risk” Firms, But First Has To Invent The Definition Of High-Risk

UB Greensfelder LLP on

I told you two weeks ago in my blog post that this would happen. I told you that when Robert Cook announced the topics to be taken up at the February/March FINRA Board meeting in Boca Raton, he slipped and used the new phrase...more

Hanzo

FINRA Regulatory Requirements for Archiving, Recordkeeping, and Supervision in 2019

Hanzo on

The Financial Industry Regulatory Authority's (FINRA) constantly updated record of disciplinary actions contains a mixed bag of run-of-the-mill infractions, unethical behavior, and large-scale corporate misconduct and...more

UB Greensfelder LLP

FINRA Coins A Scary New Term: “High-Risk Firms”

UB Greensfelder LLP on

On February 26, 2019, FINRA sent a seemingly innocuous memo to member firms giving a brief outline of the subjects that its Board will take up at its meeting this week in sunny Boca Raton, Florida. (Wait, the Board isn’t...more

Holland & Knight LLP

U.S. Securities and Exchange Commission Updates Cybersecurity Disclosure Guidance - Agency Continues to Prioritize Cybersecurity...

Holland & Knight LLP on

• The U.S. Securities and Exchange Commission (SEC) released, on Feb. 21, 2018, updated guidance regarding public company cybersecurity disclosures. The guidance updates the Commission's 2011 non-binding guidance and...more

Robins Kaplan LLP

Top FINRA Priorities for 2017

Robins Kaplan LLP on

On January 4, FINRA released its Annual Regulatory and Examination Priorities Letter, which outlines the areas it plans to review over the coming year.  FINRA President and CEO, Robert Cook, says that attention to these core...more

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