Municipal advisors

New guidelines require local governments to receive the state's comptroller's approval before issuing debt with variable interest rates, put options, or interest rate reset options.

The muni market's self-regulatory organization has undergone major changes in its five decades, and challenges are ahead.

The SEC charged two entities with violating federal securities laws by advising clients on municipal bonds without properly registering as municipal advisors.

Pops, a managing director at cfX, a municipal advisory firm serving housing finance agencies, brought passion and institutional knowledge to the sector.

Dan Aschenbach and Namsoo Lee created Municipal Financial Solutions Associates to help utilities manage the changing economic and regulatory landscape.

Baker Tilly is preparing a $7 billion merger with Moss Adams, another advisory firm. The deal will close in early June.

Belvia Gray, Public Finance Leader at Baker Tilly, talks about the firm's efforts and focus on bringing the industry together on cyber security threats, succession planning and more.

Women in Public Finance has announced the 2025 members of its board of directors and plans to expand its offerings as it nears its 30th anniversary.

MSRB believes "it's an appropriate time" to launch a holistic review of its municipal advisor rules, CEO Mark Kim said.

Fieldman, Rolapp & Co. has acquired Orem, Utah-based municipal advisor G.L. Hicks, a healthcare finance specialist.

Wiles retired from Los Angeles County at year-end but will still influence the industry as a member of the Municipal Securities Rulemaking Board.

The resolution marks the end of a yearslong lawsuit.

Indianapolis-based Sycamore Advisors is building its quantitative muscle with two new experienced municipal finance hires in New York: Peter Orr and Ching Yin.

JoAnne Carter, managing director and president of PFM, will succeed Hartman as CEO.

The board is seeking one municipal advisor, one broker-dealer and two public representatives to join the board for FY 2026.

Enright's passion for infrastructure and complicated deals led him to the cutting edge of municipal financing strategies.

The U.S. District Court for the Southern District of California entered a final judgment against Matthias O'Meara and Choice Advisors, fining them $312,572 and $187,337, respectively.

"It's great people are thinking about creative solutions, but don't forget the rules still apply," said the SEC's Dave Sanchez.