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FinancialADVSR

Est. 2026Moves · Money · ManagementNew York

Enforcement

SEC rule would let investors take exam to qualify as accredited

Image: Financial Planning

In addition to proposing broader access to private market investments for those who pass a test and for CFPs and other credential holders, the SEC also proposed expanding advisors' ability to charge performance-based fees.

Summary as published by Financial Planning
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