Bechmarking Costs Climb as Regulators Demand More Disclosure

Published on September 27, 2024

The SEC's marketing rule demands clear and relevant benchmarks when performance is advertised.

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H8: Notice to Users of the H.8 Release

September 27, 2024
Data on this H.8 release have been benchmarked through the June 2024 Call Report. Data on the previous release were benchmarked through the March 2024 Call Report. The release also incorporates revisions to underlying data.Also effective with this release, historical data between July 1, 2009, and March 30, 2022 have been adjusted to align with a previous reporting change. As of April 6, 2022, U.S

S&P 500 Snapshot: Market Extends Record Rally

September 27, 2024
The S&P 500 finished the week ending September 27, up 0.62% from last Friday. The index is currently 0.13% off its record close from September 26th, 2024 and is now up 20.99% year-to-date.