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SEC Proposed Rule — Conflicts of Interest Associated with Use of Predictive Data Analytics

United States · SEC Release Nos. 34-97990 / IA-6353 (proposed July 26, 2023); withdrawn via Release No. 33-11377 (June 12, 2025)

This SEC proposal (July 2023) would have required broker-dealers and investment advisers to eliminate or neutralize conflicts of interest from AI/predictive-analytics technologies used in investor interactions. It DID NOT take effect: on June 12, 2025 the SEC formally withdrew it (one of 14 Biden/Gensler-era proposals withdrawn), so no rule is in force — any future rulemaking would have to start over with a new proposal.

Technical detail

Release Nos. 34-97990 / IA-6353 (17 CFR Parts 240, 275), proposed July 26, 2023: would have required BDs and IAs to identify and eliminate/neutralize conflicts of interest from predictive data analytics and similar technologies in investor interactions, with recordkeeping. Formally withdrawn by the SEC on June 12, 2025 (Notice of Withdrawal of Proposed Regulatory Actions, Release No. 33-11377).

Who is protected: Would have protected retail investors interacting with BD/IA predictive-analytics systems — but the proposal was withdrawn and never took effect

Who must comply: Would have applied to SEC-registered broker-dealers and investment advisers — not in force

Key facts

JurisdictionUnited States
LevelFederal
StatusExpired
Protection strengthUnknown
CitationSEC Release Nos. 34-97990 / IA-6353 (proposed July 26, 2023); withdrawn via Release No. 33-11377 (June 12, 2025)
Enforced bySecurities and Exchange Commission (no rule in force)
Private right of actionNo — agency enforcement only
PenaltiesNone — proposal withdrawn before finalization
Topicsautomated decision-making · consumer protection
Last verified2026-06-22
Official sourceSEC — Conflicts of Interest Associated with the Use of Predictive Data Analytics (File No. S7-12-23; proposal withdrawn June 12, 2025) ↗

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