North America: Strategy

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Welcome to the Mondaq Strategy homepage, here you will find thought leadership articles, podcasts, videos and webinars providing insights covering topics such as Economic Analysis, Government Policy, Public Finance, Investment Strategy, Management and Industry Updates and Analysis.
Article
DIY With OEO: But First, Read The Updated CIRO Guidance
After an extensive, two-stage consultation by the Canadian Investment Regulatory Organization (CIRO), on March 12, 2026 the self-regulatory agency published the updated Guidance on Order Execution Only (OEO) account services and activities (the Updated OEO Guidance). The Updated OEO Guidance replaces the previously published 2021 Guidance Note 3400 21 003 and addresses the evolving needs of the growing do-it-yourself (DIY) investor population.
Canada Strategy
BL
Borden Ladner Gervais LLP
Video
Private Credit - Bridging The Digital Infrastructure Funding Gap (Video)
The UK's Economic Crime and Corporate Transparency Act introduces sweeping reforms with far-reaching implications for corporate entities operating globally. Understanding ECCTA's provisions is crucial for businesses navigating the evolving landscape of economic crime prevention and corporate transparency requirements. This analysis examines the Act's global reach and its impact on international corporate compliance obligations.
United States Strategy
JD
Jones Day
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Article
DIY With OEO: But First, Read The Updated CIRO Guidance
After an extensive, two-stage consultation by the Canadian Investment Regulatory Organization (CIRO), on March 12, 2026 the self-regulatory agency published the updated Guidance on Order Execution Only (OEO) account services and activities (the Updated OEO Guidance). The Updated OEO Guidance replaces the previously published 2021 Guidance Note 3400 21 003 and addresses the evolving needs of the growing do-it-yourself (DIY) investor population.
Canada Strategy
BL
Borden Ladner Gervais LLP
Video
Private Credit - Bridging The Digital Infrastructure Funding Gap (Video)
The UK's Economic Crime and Corporate Transparency Act introduces sweeping reforms with far-reaching implications for corporate entities operating globally. Understanding ECCTA's provisions is crucial for businesses navigating the evolving landscape of economic crime prevention and corporate transparency requirements. This analysis examines the Act's global reach and its impact on international corporate compliance obligations.
United States Strategy
JD
Jones Day
Article
Proskauer Benefits Brief: DOL Issues Proposal On Alternative Assets In 401(k) Plans (Podcast)
The U.S. Department of Labor has issued a proposed regulation addressing ERISA fiduciary duties when selecting investment alternatives for 401(k) plans, with particular focus on facilitating the inclusion of alternative assets like crypto, private equity, and real estate. The proposal establishes a process-based safe harbor framework that identifies six key factors for fiduciary consideration, reinforcing ERISA's emphasis on prudent process over investment outcomes. What implications will this guidance have
United States Employment
PR
Proskauer Rose LLP
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Article
In-House Alumni Boston Private Capital Happy Hour
Proskauer's Boston office hosted an intimate cocktail reception for its in-house private capital alumni, bringing together former attorneys now working across various private capital sectors. The gathering provided a platform for professional dialogue on industry trends and personal reconnection, while reinforcing the firm's commitment to maintaining meaningful relationships with its alumni network.
United States Commercial
PR
Proskauer Rose LLP
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