Regulatory Update January 2026 – US Region

Stay informed with our Regulatory Update Navigate the ever-evolving regulatory landscape with Waystone’s Regulatory Update. Our team of compliance experts…
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Preparing for Regulation S-P Exams in 2026: SEC Priorities and Key Takeaways from the January 2026 Outreach Session

On January 22, 2026, the SEC’s Division of Examinations held a detailed outreach session to highlight expectations under the amended…
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CFTC Issues Interim No-Action Relief for Certain SEC-Registered CPOs and CTAs

On December 19, 2025, the Commodity Futures Trading Commission (“CFTC”)’s Market Participants Division (“MPD”) issued CFTC Letter No. 25-50, granting…
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Regulatory Update December 2025 – US Region

Stay informed with our Regulatory Update Navigate the ever-evolving regulatory landscape with Waystone’s Regulatory Update. Our team of compliance experts…
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SEC Issues New Risk Alert on Marketing Rule Compliance: Key Findings for Investment Advisers

On December 16, 2025, the SEC Division of Examinations issued a Risk Alert, “Additional Observations Regarding Advisers’ Compliance with the…
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SEC Grants Temporary Relief for Rule 13f-2 and Form SHO

On December 3, 2025, the Securities and Exchange Commission (SEC) issued an order granting temporary exemptive relief from compliance with…
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Regulatory Update November 2025 – US Region: SEC 2026 Examination Priorities in Focus

FINRA Annual Renewal Timeline and Action Steps and SEC Division of Examinations has published its 2026 Examination Priorities.
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Regulatory Update October 2025 – US Region

Stay informed with our Regulatory Update Navigate the ever-evolving regulatory landscape with Waystone’s Regulatory Update. Our team of compliance experts…
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Regulatory Update September 2025 – US Region

This US Regulatory Update includes SEC unveils 2025 agenda focused on innovation and oversight, Nasdaq proposes rule to enable trading…
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SEC Operations Paused Amid Government Shutdown: A Strategic Moment for Compliance Readiness

As the federal government shutdown continues in the US, the Securities and Exchange Commission (SEC) has suspended most of its…
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Strengthening Your Compliance Program Through Effective Annual Compliance Reviews Under Rule 206(4)-7

The Investment Advisers Act of 1940 was created to put investors first, ensuring that Registered Investment Advisers (RIAs) act with…
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Regulatory Update August 2025 – US Region

This US regulatory updates includes SEC launches artificial intelligence task force, executive order expands retirement access to alternative assets, updated…
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Regulatory Update July 2025 – US Region

July 2025 saw significant regulatory activity across multiple agencies, with a common theme of reducing unnecessary burdens while balancing investor…
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Regulatory Update June 2025 – US Region

This US regulatory updates includes SEC resumes registrations of Swiss-based investment advisers, SEC and CFTC extend Form PF compliance deadline,…
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Regulatory Update May 2025 – US Region

Stay informed with our Regulatory Update Navigate the ever-evolving regulatory landscape with our Regulatory Update. Our team of compliance experts…
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BE-180 Benchmark Survey – Deadline Fast Approaching

Every five years, the Bureau of Economic Analysis (BEA) conducts the BE-180 Benchmark Survey, the most comprehensive survey of US…
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Regulation S-P Amendments are Here

The US Securities and Exchange Commission (SEC) has finalized significant amendments to Regulation S-P (Reg S-P), which governs how financial…
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Regulatory Update April 2025 – US Region

This US Regulatory Update includes Amendments to Form PF, Extension to Form N-PORT, New Co-Investment Relief for BDCs and CEFs.
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