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PlanAdviser
Trends
- 1SEC Proposes Rules to Widen Retail Access to Alternative Investments▼SEC Proposes Amendments to Broaden Retail Access to Alts
The US Securities and Exchange Commission has put forward amendments aimed at broadening retail investors' access to alternative investments, a category traditionally reserved for accredited or institutional investors. The proposal, reported by planadviser, could reshape how ordinary investors access private assets, and advisers are watching closely for what it would mean for retirement and wealth management products.
- 2Congress Passes Bill Changing Social Security Claiming Descriptions▼Congress Approves Bill Changing Descriptions for Social Security Claiming
Congress has approved a bill that changes the official descriptions used for Social Security claiming, according to planadviser. The legislation alters the terminology and explanations provided to people deciding when and how to claim benefits. Coverage so far is limited to confirmation of the approval, with little detail on the specific wording changes or their practical impact on retirees and advisors.