James Chen, CMT is an expert trader, investment adviser, and global market strategist. GaudiLab / Getty Images A sophisticated investor is a classification of investor indicating someone who has ...
One reason many Americans follow the stock and bond markets so closely is because their investment choices are so limited. Despite the fact that alternative asset classes are experiencing exponential ...
The Fair Investment Opportunities for Professional Experts Act (HR 3394) has been approved by the House of Representatives. The legislation now moves over to the Senate for a vote. As the Senate is ...
Last month, the SEC Small Business Capital Formation Advisory Committee (SBCFAC) told the Commission to make the definition of an Accredited Investor more inclusive. This is not the first time the ...
On July 21, 2025, the U.S. House of Representatives passed the Equal Opportunity for All Investors Act of 2025 (the Act). The Act proposes to revise the definition of “accredited investor” in Rule 501 ...
Getting in over your head is never a good thing for investors. But luckily, the SEC has your back. The Securities and Exchange Commission (SEC) protects investors by enforcing the nation's securities ...
A bill changing the accredited investor definition has cleared one congressional hurdle, paving the way for expanded investor access into the private markets. On Monday, the House of Representatives ...
The SEC now permits public marketing of private placements, without burdensome investor wealth verification requirements, if the investment is big enough. On March 12, 2025, the U.S. Securities and ...
Adam Hayes, Ph.D., CFA, is a financial writer with 15+ years Wall Street experience as a derivatives trader. Besides his extensive derivative trading expertise, Adam is an expert in economics and ...
An accredited investor is a term defined by the U.S. Securities and Exchange Commission (SEC) to identify individuals or entities that are financially sophisticated and have a reduced need for ...
Legislators are reintroducing bills to expand retail investors’ private market access, and changes to the law may be closer than ever now that a single party holds both houses of Congress and the ...