HeyJaredKathie O'Donnell
- Indexed articles, last 90 days
- 26
- Latest publication
- Sep 30, 2026
- Outlet visibility, for Financial Planning
- Top 5M sites
- Earliest in this view
- Jul 8, 2026
Latest articles
Two California JPAs take aim at SEC's legal theory (opens the original)
Read excerpt
A legal liability theory the Securities and Exchange Commission's muni chief has suggested might apply to joint powers authority members has come under fire from at least two California JPAs, with an attorney for one of them calling the idea, at least when it comes to that state, "far-fetched." The debate is important because JPAs are plentiful in California, and if a JPA member – such as a city or county – can be held liable as a "control person" for the actions of a JPA, that could have implic
What the SEC statement on muni advisors and disclosure means for practitioners (opens the original)
Read excerpt
Attorneys reacting to last week's statement from the Securities and Exchange Commission's Office of Municipal Securities regarding municipal advisors' role in disclosure said the document provides MAs additional clarity and speaks to the SEC's desire not to use enforcement actions as its only guidance. "The statement is a good example of [SEC Chairman Paul] Atkins' desire to avoid regulation by enforcement," said attorney Peg Henry, a municipal securities legal expert and a co-author of the most
SEC issues significant guidance on muni advisors and disclosure (opens the original)
Read excerpt
The Securities and Exchange Commission's Office of Municipal Securities on Wednesday published a statement regarding its views on a municipal advisor's obligations under federal securities laws depending on the role – if any– the MA performs in the disclosure process. The statement is significant, as such explicit guidance from the SEC on its interpretations of the federal securities laws gives muni advisors and their lawyers a more thorough understanding of how the regulator views their respons
SEC approves amendments to MSRB dealer supervision rule (opens the original)
Read excerpt
Thanks to a Securities and Exchange Commission order issued Wednesday, some municipal market professionals will soon be able to work from their vacation homes or other non-primary residence locations for much longer than they had been allowed to previously. The Sept. 16 order granted approval of a proposed rule change the Municipal Securities Rulemaking Board filed with the commission in late July to amend MSRB Rule G-27 on dealer supervision. The MSRB received SEC approval to amend Rule G-27 to
Meredith Hathorn, Charlie Henck to receive awards at NABL's upcoming conference (opens the original)
Read excerpt
The National Association of Bond Lawyers has announced that two longtime NABL members – Meredith Hathorn and Charlie Henck – are slated to receive awards honoring their contributions to both NABL and the public finance world at NABL's upcoming annual conference. Hathorn, a managing partner at Foley & Judell L.L.P., is to be awarded the Bernard P. Friel Medal while Henck, a partner at Barnes & Thornburg LLP, is to receive the Frederick O. Kiel Distinguished Service Award, according to a NABL anno
Publishing over time
Last 90 days. Choose a month to open its work.
Recurring subjects
Named in the text we hold. One piece can cover several.
Audience
Top 5M sites
For Financial Planning, the outlet · Measured Aug 1, 2026
Website popularity band, not a count of readers or article views.
About this data
Counts cover the work we have indexed. Tone needs enough text and a confident classification. Excerpts and episode notes are not full articles or transcripts.
Identity or attribution wrong? Suggest a correction.