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Wealth Advisor Daily
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Friday, October 2, 2026The Morning Brief →Sign in
custodian

Prometheum Capital

In PWD coverage since October 2, 2026 · 1 story
PWD coverage
practice

SEC proposes custody relief for RIAs with discretionary trading authority

The 760-page proposal would drop written-agreement and outside-exam requirements for RIAs that meet three conditions.
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