Regulatory & Compliance

SEC Commissioner Elad Roisman wants a rule that clarifies when advisors and brokers have to tell the SEC and investors about a cybersecurity breach. So reports Think Advisors.

Tuesday, 02 November 2021
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Markets & Investments

JP Morgan is reportedly allowing its wealth management advisors to take crypto fund orders. So reports The Block Crypto.

Tuesday, 27 July 2021
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Gen Z investors are more likely to start saving for retirement earlier than Millennials. So reports the National Association of Plan Advisors.

Monday, 15 November 2021
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Technology & Communications

Forbes Advisor recently compiled a list of the 10 Robo-Advisors with the most assets under management. The data comes from each firm’s form ADV filed with the SEC.

Friday, 15 October 2021
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