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It was a busy quarterly board meeting for the MSRB.
July 23 -
Ed Sisk, a managing director and head of public finance at Bank of America Merrill Lynch, has been MSRB chair since Oct. 1, 2019.
July 14 -
PFM Asset Management will continue to operate as a separate entity. The deal does not affect PFM’s financial advisory business which will continue to operate independently.
July 8 -
Dealers and muni advisors think the loyalties of solicitor MAs should be clearly disclosed.
June 18 -
The board had planned to abolish the requirement that MAs advising on competitive deals apply for CUSIP numbers, but has now decided to keep the rule as is.
April 23 -
The agenda includes discussion of possible changes to MSRB Rule G-10, on investor and municipal advisory client education and protection.
April 14 -
The Municipal Securities Rulemaking Board is requesting comment on requiring more written disclosure from solicitor municipal advisors, which make up just 19% of all MA firms.
March 18 -
The firm's leaders say Hilltop Securities sees growth opportunity in municipal bond underwriting, while financial advisory services will "grow selectively."
February 12 -
Much of the material being retired dates back more than 35 years.
February 12 -
Steven Kantor and Kayla MacEwen join a team that has mostly come from Hilltop, expanding Texas-based Masterson Advisors' reach deep into the Northeast.
February 4