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Will investment advisors still calculate assets under management in a manner similar to current requirements?


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Will investment advisors still calculate assets under management in a manner similar to current requirements?

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The SEC is revising its instructions in order to implement a uniform method for calculating assets under management that will be used for regulatory purposes in addition to assessing whether an investment advisor is eligible to register with the SEC. These assets will be referred to as “regulatory assets under management” in order to distinguish from the assets under management disclosure of the Form ADV Part 2A.

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