Insights

The Importance of Regularly Updating Compliance Policies and Procedures and Training Employees

Regulatory Compliance

Understanding the SEC’s "Pay-to-Play" Rule

Regulatory Compliance

Petra Funds Group Appoints Nicholas Gajdjis as Senior Advisor

Balancing In-House Expertise and Outsourced Efficiency in ESG Reporting

Out and Up: How a Lift-Out Can Benefit Everyone Involved

A Piece of the Pie

Navigating the Path to Fund Launch: The Role of Launch Advisory Service Providers

Fund Administration

SEC and FinCEN Propose Customer Identification Program Requirements for SEC Registered Investment Advisers

Regulatory Compliance

Petra Funds Group Launches Chief Financial Officer Product Suite for Private Funds