SEC seeks to ease advisors' custody burdens with discretionary trading

T1Covered by 1 source · first reported by American Banker (headlines) at 02 Oct, 18:58 UTC

A proposal is meant to ensure advisors can trade client assets on a discretionary basis without triggering onerous custody requirements, while also giving them a self-custody option for crypto.

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Sources

• T1SEC seeks to ease advisors' custody burdens with discretionary tradingAmerican Banker (headlines)02 Oct, 18:58