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Michael Hartnett changes his timeline for a correction, EquityZen values Betterment at $1 billion and IHT Wealth Management partners with nVision Wealth Group.
The AI Powered Equity Exchange-Traded Fund will use IBM Corp's Watson artificial intelligence technology to pick several dozen stocks with potential to beat the market.
Firms should focus on two key areas to create a unified approach to compliance and risk—surveillance monitoring and the design and control of investments.