AI Targeting Compliance – Including Advisor Communications – Is Evolving
The use of AI for compliance purposes in financial services is still in its early days and likely to grow, but the SEC has its concerns.
Source: etftrends.com
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Fidelity updates its Wealthscape tech platform
Fidelity updated its Wealthscape advisor technology platform, refreshing its mobile app, and updating its open-architecture digital store.
Source: investmentnews.com
Fidelity Updates Wealthscape Platform | Wealth Management
Fidelity also launched a new version of its Wealthscape Investor mobile application.
Source: wealthmanagement.com