Tag · 2 entries
investment advisers
Every story this desk has filed under investment advisers, most recent first.
Regulation · Custody
The SEC Proposes Letting Investment Advisers Hold Crypto Themselves
A new proposed rule would allow advisers and funds to use state trust companies as custodians and, in some cases, to self-custody digital assets. Comments run 60 days from publication.
Regulation · Custody
The SEC's Custody Rewrite Reaches the White House, Which Is Where Rules Go to Be Timed
A proposal to change how investment advisers and funds hold digital assets has been sent for White House review, following the withdrawal of a separate 2023 attempt. Nothing is in force, and the text is not public.