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Ms. Peirce questioned whether the focus of AMAC - which has been dominated by ESG, diversity and inclusion, and private investments - should be broadened.

On September 29, 2025, the SEC issued a notice relating to an amended application filed by DFA Investment Dimensions Group Inc., et al., ("DFA") for an exemptive order that would permit registered open-end funds...

The SEC Staff has issued guidance clarifying how pooled employer plans (PEPs) should be treated under federal securities registration requirements, particularly addressing a significant barrier that has limited PEP investments in collective investment trusts when self-employed individuals participate.

I'm Brian McCabe, an asset management partner in Ropes & Gray's Boston office. In this video, I'm going to discuss active nontransparent ...

When it comes to investing for retirement, millennials — usually defined as people born between 1981 and 1996 — face some unique challenges.

We are pleased to announce that Ropes & Gray LLP has formed a dedicated asset management M&A team, co-chaired by Ariel Deckelbaum, Scott Abramowitz and Greg Davis...

Did you know that it may be advantageous to file a gift tax return when transferring property to, or for the benefit of, a family member even when a gift tax return is not required?

Given the higher tax rates that will apply in 2013 and the limitation on itemized deductions that will affect some higher-income donors, it is important to take maximum advantage of every provision that accomplishes your objectives.

It has been one year since President Trump signed into law the most significant revision to the Internal Revenue Code since 1986, with the enactment of the Tax Cuts and Jobs Act (TCJA).

This month we're pleased to feature our client, Wilmington Trust, N.A. A leader in institutional client services and wealth management, Wilmington Trust is a subsidiary of M&T Bank that offers corporate trust, custody...

On 15 October 2024, the Luxembourg Commission de Surveillance du Secteur Financier (the "CSSF") imposed a fine of EUR 56,500 against a fund manager...

The re-election of Donald Trump as U.S. President has introduced a new layer of complexity to the geopolitical landscape. The anticipated intensification of trade tensions...

What's so important about having a valuation of my company?

SEC Commissioner Hester Peirce cautioned against a formulaic approach to environmental, social and governance ("ESG") disclosures and asset management strategies.

On December 1, Mark Zuckerberg wrote a letter to his newborn daughter, Max, and shared it with the world (on Facebook, of course).

The hearing is partly in response to a March 2023 letter from 21 Republican state attorneys general to various large investment firms.

February 2022 Interest Rates for GRATs, Sales to Defective Grantor Trusts, Intra-Family Loans and Split-Interest Charitable Trusts