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Last year digital advice evolved beyond mere investment management—and legacy players are catching up to pioneers like Wealthfront and Personal Capital.
CurioInvest, an investment platform, and MERJ Exchange Ltd., a Seychelles-based digital asset exchange, are partnering to offer tokens backed by collectible cars.
The SEC's Office of Compliance Inspections and Examinations released a report cataloguing observations and best practices on cybersecurity measures found during examinations.
The company's Select and Elite services purport to help firms achieve, maintain and monitor compliance after Reg BI goes into effect at the end of June.