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In PWD coverage since September 20, 2026 · 16+ stories
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SEC proposes letting RIAs self-custody crypto when no permitted custodian is available
The proposal follows Congress's failure last month to pass digital-asset legislation and would require private-key management, annual security reviews, two-person authorization and quarterly availability checks.
portfolio · Oct 1Ed Slott: the QCD cap survives an RMD and a Roth conversion
advisor_note · Sep 29Tax Foundation models 86 tax-code changes, led by AMT simplification
regulation · Sep 29Senate passes seven-year TRIA extension, leaving the House's $10 million certification bar unresolved
transport · Sep 25The funding deadline moved to Dec. 11; the letting calendar did not
energy · Sep 24Small solar's best argument on the Hill is local consent
Allocators · Sep 23A revocation blueprint is a governance test before a political one
portfolio · Sep 22US slips to No. 24, and 22% is the planning number
practice · Sep 21E-delivery saves postage and hands advisors a consent ledger
sectors · Sep 21Hawley's bill reprices the marginal opportunity zone data center
regulation · Sep 21TRIA's clean extension is right, and the cyber tail stays open
practice · Sep 20The commission fix that lands on the balance sheet