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SmartAsset

Financial advising in New York, United States
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Helping people make smart financial decisions. We are committed to publishing the most accurate and actionable advice, personalized calculators …

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Frequently asked questions

Q:
What Is the SEC Custody Rule?
A:
The custody rule applies to RIAs and the way that client assets are held. Specifically, the rule dictates that RIAs must:
A:
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