States Issue Guidance on Adviser Use of Data Aggregation Tools
Summary by Financial Services: Regulation Tomorrow
1 Articles
1 Articles
States Issue Guidance on Adviser Use of Data Aggregation Tools
The Texas State Securities Board (“TSSB”) and the New Jersey Bureau of Securities (“NJBS”) issued guidance to investment advisers on the use of data aggregation services and third-party financial platforms. The full update can be found here on our US Regulatory Intelligence platform.
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