The company has faced scrutiny from investors in recent months, particularly regarding unrealized losses from securities held on bank balance sheets. 

The new tool uses an API integration from OpenAI, the creator of text-based chatbot ChatGPT and image generator DALL-E.

And how it could affect advisors.

New York-based fintech advisor Titan Global Capital Management will pay more than $1 million to settle charges it made misleading statements concerning hypothetical performance metrics for its crypto strategy.

FiComm has hired Mary Kate Gulick as its new executive vice president of marketing.

The acquisition was part of a plan to broaden the firm’s revenue beyond a traditional focus on ultra-wealthy individuals.

Executive Vice President Bill St. Louis will take over from interim director Christopher Kelly.

Sequoia Financial Group is adding a team specializing in special needs families, while Wealth Enhancement Group announced its 10th acquisition of the year, a CPA practice has returned to Cetera and Kestra onboarded $1.6 billion in the second...