Select Resources by format:
Best Execution Investors Perspective
Investors, General Public
MSRB Rules, Pricing, Secondary Market
Financial Consideration for Hiring Municipal Advisors
Municipal Advisors, Issuers
Deal Team, Primary Market
Financing-Team.pdf
Municipal Advisors, Issuers, Dealers
Deal Team, Primary Market
Selecting Financial/Operating Disclosure Categories on EMMA Dataport
Municipal Advisors, Issuers
Continuing Disclosure, Monitoring
What to Expect from Your Underwriter
Issuers, Dealers
MSRB Rules, Pricing, Primary Market
Duties and Obligations of Dealers and Municipal Advisors to Issuers
Municipal Advisors, Issuers, Dealers
Continuing Disclosure, MSRB Rules, Official Statements, Primary Market
Monitoring Bonds
Investors
Continuing Disclosure, Monitoring, Official Statements, Pricing, Risks and Considerations
Price Evaluations
Investors, General Public
Monitoring, Pricing, Primary Market
Professionals Involved in a Competitive Transaction
Issuers
Deal Team, Primary Market
Professionals Involved in a Negotiated Transaction
Issuers
Deal Team, Primary Market
SEC Rule15c2-12
Municipal Advisors, Issuers, Investors, Dealers
Continuing Disclosure, Monitoring, Risks and Considerations
Did I Get a Fair Price?
Investors, General Public
MSRB Rules, Pricing, Secondary Market
Legal Entity Identifiers
Municipal Advisors, Issuers, Dealers
MSRB Rules
Specifications for the EMMA Primary Market Submission Service
Dealers
MSRB Rules, Official Statements, Primary Market
Navigating the SHORT System
Dealers
MSRB Rules
Submitting Data Elements for Variable Rate Securities
Dealers
MSRB Rules
Municipal Advisor Participating in the Rulemaking Process
Municipal Advisors
MSRB Rules
Being Regulated – An Introduction for Municipal Advisors
Municipal Advisors
MSRB Rules
MSRB Glossary of Municipal Securities Terms
Municipal Advisors, Issuers, Investors, General Public, Dealers
529 Plans and ABLE Programs, Continuing Disclosure, MSRB Rules, Monitoring, Official Statements, Pricing, Primary Market, Risks and Considerations, Secondary Market, Yield Curves and Indices
What to Expect from Your Broker: Appropriate Recommendations
Investors, General Public
MSRB Rules, Risks and Considerations
What to Expect from Your Broker: Fair Prices
Investors, General Public
MSRB Rules, Pricing
What to Expect from Your Broker: Information about Features and Risks
Investors, General Public
Bond Types, MSRB Rules, Official Statements, Pricing, Risks and Considerations
EMMA Dataport Manual for 529 Savings Plans/Achieving a Better Life Experience (ABLE) Programs Disclosure Submissions
Issuers, Dealers, Municipal Funds Securities
529 Plans and ABLE Programs, Continuing Disclosure, Primary Market
EMMA Dataport Manual for Primary Market Submissions
Dealers
MSRB Rules, Official Statements
Specifications for Real-Time Reporting of Municipal Securities Transactions
Dealers
MSRB Rules