Tag: Coinbase

Compliance

February 15th, 2023

SEC Wants Enhanced Protections on Crypto, Other Adviser-Managed Investments

The proposed changes would amend a custodial rule requiring cryptocurrency exchanges to be run by qualified custodians.

Events Spotlight

PLANADVISER 360

November 2– 5, 2025
The Westin Kierland, Scottsdale, AZ
The retirement plan advisory industry continues to evolve, both in business structure and in the services provided to sponsors and participants. Advisers need insights and resources to aid them in keeping themselves and their practices relevant. PLANADVISER 360 is a comprehensive, interactive event that provides just those opportunities, all while bringing advisers to a beautiful resort to golf, enjoy the outdoors, swim and spend time with peers.