SEC Rule 17a-4

How AI-powered eDiscovery and Data Supervision Drive Compliance in 2025

June 2025: twelve different regulated financial institutions have been fined by the SEC for non-compliance with record-keeping rules. At each of these firms, investigators found off-channel business communications that were not correctly recorded, or failings by supervisors to prevent such violations.

Article

Why Data Center Security is the backbone of compliance in 2025

Data breaches are costing more than ever before, trending at a 10% increase in year-over-year costs. In fact, the average price of recovering from a single data breach is now $4.88 million. Can you really afford to get it wrong?

Article

On the books – FINRA fine proves marketing comms can be a recordkeeping risk

A recent fine issued by FINRA for a firm’s failure to preserve marketing communications has added yet more fuel to the current regulatory focus on marketing, recordkeeping, and social media.

SEC brings recordkeeping into the 21st century with Rule 17a-4 amendments

The SEC has made amendments to recordkeeping Rule 17a-4 for the first time in 25 years. But what do the amendments mean, and how can firms prepare?

SEC brings recordkeeping into the 21st century with Rule 17a-4 amendments

The SEC has made amendments to recordkeeping Rule 17a-4 for the first time in 25 years. But what do the amendments mean, and how can firms prepare?

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