#Qualified Custody
2 articles tagged with this topic
New SEC crypto rules threaten small advisers, but big firms win
The SEC’s modeled $433,833 annual adviser cost subtotal excludes significant technology spending, raising questions about who can offer the …
SEC moves to clear custody hurdle for advisers offering crypto
Custody requirements have kept some investment advisers from offering certain crypto to clients, a regulatory hurdle the SEC’s proposal coul…