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Changing of the Guard? SEC Proposes Significant Amendments to the Safeguards Rule

The SEC continued its recent onslaught of proposed cybersecurity rules in mid-March with three new proposals covering a litany of entities, including investment advisers, broker-dealers, investment companies, clearing...more

Protective Custody: SEC Proposes Safeguarding Rule

The SEC on Feb. 15, 2023, announced new proposed obligations for registered investment advisers concerning custody of investor assets. Although the rule is only in proposed form, given the current composition of the SEC, the...more

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