Client Alert: SEC Proposed Reforms to Registered Offerings and Filer Status FrameworkEmily Elisar2026-05-27T16:25:30-05:00May 27th, 2026|Read More
Joshua Abern Joins CFDB to Chair Private Client Services & Family Enterprises PracticesEmily Elisar2026-05-19T10:37:52-05:00May 19th, 2026|Read More
Client Alert: SEC Proposes Rule Change to Permit Optional Semiannual Reporting by Public CompaniesEmily Elisar2026-05-13T10:53:57-05:00May 13th, 2026|Read More
Client Alert: Department of Labor Proposes Six Prong Safe Harbor For 401(K) Plan Fiduciaries Considering Alternative InvestmentsEmily Elisar2026-05-12T10:19:00-05:00May 12th, 2026|Read More
Client Alert: When AI-Generated Documents Are Not Legally ProtectedEmily Elisar2026-05-08T11:01:23-05:00May 8th, 2026|Read More
Client Alert: Form PF: SEC and CFTC Propose Raising the Filing Threshold to $1 BillionEmily Elisar2026-05-07T09:17:25-05:00May 7th, 2026|Read More
CFDB Named to Women Presidents Organization 50 Fastest Growing Women-Owned/Led ListEmily Elisar2026-05-05T12:33:28-05:00May 5th, 2026|Read More
