Jeremy McCamic joined Fairview in 2020 eventually becoming Director of Policy Management and Relationship Manager. In these roles, he oversees a team responsible for monitoring regulatory changes and advising clients as they navigate those changes. This includes writing policies and procedures for use in compliance manuals, and developing internal and external training on new regulations and best practices. As a Relationship Manager, he partners with RIAs and CCOs to provide full compliance administration support.
Prior to joining Fairview, Jeremy was an Associate Attorney at McPherson, Rocamora, Nicholson, Wilson & Hinkle, PLLC.
On March 31, 2025, Chairman French Hill and all of the Republican members of the House Financial Services Committee sent interagency letters requesting the rescission, modification, or re-proposal of specific Biden-Harris administration actions to the Consumer Financial Protection Bureau, the Federal Deposit Insurance Corporation, the Federal Reserve, the Office of the Comptroller of the Currency, and the Securities and Exchange Commission (SEC).
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It is that time of the year again, annual ADV amendment filing season. For firms with a December 31, 2024, fiscal year-end, the ADV is due on March 31, 2025.
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On March 19, 2025, the SEC updated its Marketing Rule FAQ with new guidance on extracted performance and information on how to navigate the performance versus investment characteristic question.
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