California Regulates Use of Placement Agents

California has followed the lead of New York and started regulating the use of placement agents. California’s law requires placement agents to disclose contributions and gifts made to state and local pension and retirement board members, as well as information about the placement agent’s compensation, the services provided, and any lobbying or regulatory registrations. The … Read more »

Web 2.0, Knowledge Management and Professional Development

Mark Frydenberg is teaching a new, experimental class at Bentley University’s: CS 299 – Web 2.0: Technology, Strategy, Community. I am the experiment today, telling my story to his students. The focus of my presentation will be how I learned about Web 2.0, started using it as a knowledge management tool and how I now … Read more »

Canada’s Foreign Corrupt Practices Act

In the United States, the Foreign Corrupt Practices Act has received significant attention due to some recent high-profile prosecutions. Just to the North, there is the Canadian equivalent to the FCPA: the Corruption of Foreign Public Officials Act. It has not yet been a significant concern for most businesses that fall within its jurisdiction. But … Read more »

Compliance Bits and Pieces

Here is this weeks collection of stuff I found interesting, but didn’t blog about: To Combat Overseas Bribery, Authorities Make It Personal Dionne Searcy for The Wall Street Journal “To really achieve the kind of deterrent effect we’re shooting for, you have to prosecute individuals,” Mark Mendelsohn, deputy chief of the Justice Department’s criminal division, … Read more »

FINRA Is Thinking About Changing Its Communications Rules

Financial Industry Regulatory Authority (FINRA) posted a regulatory notice  on proposed new rules governing member communications with the public: Regulatory Notice 09-55. The new rules would replace current NASD Rules 2210 and 2211, the Interpretive Materials that follow NASD Rule 2210, and portions of Incorporated NYSE Rule 472. The proposal would replace the existing six … Read more »