
Alternative Investments
SEC's Fair-Value Reminder on Private Asset Valuations
TL;DR: On September 28, 2026, the SEC's Chief Accountant and the Director of its Division of Investment Management issued a joint statement on how registered funds must value private assets. It adds …
Jeff Barnes, MBA··6 min read

Regulatory & Compliance
SEC Proposes Letting CFPs Qualify as Accredited Investors
TL;DR: The SEC is weighing whether CFP, CFA, and CPA credentials could qualify someone as an accredited investor without meeting the income or net worth test, per the SEC's own proposal. The same pac…
Jeff Barnes, MBA··5 min read