A Daily Network publication
Explore the network
The Daily NetworkAbout the network →
Private Wealth DailyYou’re reading this editionDigital Capital DailyDigital assetsESG Capital DailySustainable capitalETF DailyETFsETF Pro AIThe fund terminalInsurance Capital DailyInsurance capitalInterval Fund DailySemi-liquid fundsPrivate Credit DailyPrivate creditPrivate Infrastructure DailyInfrastructurePrivate Real Estate DailyReal estateRetirement Capital DailyRetirement assetsSecondaries DailySecondariesWealth Advisor Daily
Private Wealth Daily
Independent Intelligence on the Private Wealth Industry
Saturday, October 3, 2026The Morning Brief →Sign in
person

Paul Atkins

In PWD coverage since September 17, 2026 · 16+ stories
PWD coverage
The Close

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.
practice · Oct 2SEC proposes custody relief for RIAs with discretionary trading authority
regulation · Oct 1SEC proposes crypto custody rule for advisers, funds and state trust companies
regulation · Oct 1SEC Commissioner Hester Peirce departs, leaving Crypto Task Force without a named successor
regulation · Oct 1SEC tokenized-stock exemption and CFTC relief follow Senate's CLARITY rejection
practice · Oct 1SEC proposes 20% performance fees for RIAs and a wider accredited-investor test
portfolio · Sep 30SEC proposes an exam-based path to accredited investor status
portfolio · Sep 30SEC proposes up to 20% RIA performance fees and looser interval-fund redemptions
distribution · Sep 30SEC proposes 20% performance-based fee for advisers and looser interval fund redemptions
The Close · Sep 30SEC proposes letting advisers charge up to 20% performance fees on private funds
RIA · Sep 28Hester Peirce resigns from SEC, leaving two Republican commissioners and no Democrats
practice · Sep 28SEC proposes rescinding 2010 pay-to-play rule for investment advisers
policy · Sep 28SEC proposes to rescind adviser pay-to-play rule for government clients
regulation · Sep 25Peirce leaves the SEC as her crypto rulebook is still being written
regulation · Sep 17SEC opens tokenized equities, then caps them at 0.25%
regulation · Sep 17The SEC builds a 24-hour market on paper that expires
Every weekday · 6:30 a.m. ET

The Morning Brief

The private wealth industry in four minutes, every weekday at 6:30 a.m. ET. Free.