Displaying 3 results
Finra clarifies guidelines around AI, chatbot communications
The self-regulator has updated its guidance around requirements for firms to oversee chatbot messaging for investors and AI-generated content.
Tech firm takes generative AI to the RIA space
First-of-its-kind RIA GPT promises to boost advisors’ productivity and enhance client outcomes, while still complying with SEC rules.
Investors wary of social media advice but more likely to trust AI
CFP Board research shows that it’s not just younger generations that are open to AI-generated advice.
