How Will the SEC’s Proposed AUM Threshold Increase Affect my RIA?

In early April 2025, acting U.S. Securities and Exchange (SEC) Commissioner Mark T. Uyeda raised the possibility of increasing the asset threshold required for investment advisor registration with the SEC. With the confirmation and tenure of new SEC Commissioner Paul Atkins on April 21st, it is unlikely this idea will be withdrawn. This potential change […]

How Will the SEC’s Proposed AUM Threshold Increase Affect my RIA?