Posted May 05, 2025, Washington's Securities Division is considering proposing amendments to the investment adviser to bring the rules up to date with federal rules, incorporate NASAA model rules, and make other possible updates and clarifications. For more information, please use the link below.
https://dfi.wa.gov/rulemaking/investment-adviser-rulemaking

Our compliance experts are constantly searching for and analyzing industry updates. Their findings are then recorded in the Regulatory Updates section of the Compliance Library to explain how the update impacts the insurance industry. If a change impacts an AgentSync product, this will be highlighted to inform you that the product is being updated to ensure you remain in compliance.