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5 results for “investment advisers”
SEC Proposes Rescission of Political Contribution Rule for Investment Advisers
The SEC proposed rescinding its 'pay-to-play' rule that bans investment advisers from providing compensated services to government clients for two years after making political contributions, citing regulatory burden and limited evidence of effectiveness.
Sep 4, 2026
Shorenstein Completes Sale of Willow Apartments in Greater Portland
Shorenstein Investment Advisers sold the Willow Apartments in Greater Portland, framing it as a successful investment exit in a desirable mixed-use submarket.
Aug 3, 2026
SEC approves e-delivery as the default method for communication with investors
The SEC proposed a new rule allowing financial firms to default to electronic delivery for investor communications, streamlining compliance with federal securities laws.
Jul 16, 2026
SEC Proposes New E-Delivery Approach to Make Information More Readily Accessible and Useful for Investors
The SEC proposed Regulation E-Delivery to broaden electronic delivery options for investor disclosures, aiming to improve accessibility and usability of financial information in digital formats.
Jul 16, 2026
Shorenstein Acquires 550 Allerton in Downtown Redwood City
Shorenstein Investment Advisers acquired the 550 Allerton office building in Redwood City, expanding its Bay Area real estate portfolio.
Jul 16, 2026