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About

Legal

Regulatory Compliance, Securities Law

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5 Contacts

Headquarters

650 Page Mill Rd, Palo Alto, CA 94304-1001, USA

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Showing 4 records

T L

1 month ago

added feature content

AI in Wealthtech Field Guide to a list, which is part of the listing

Wilson Sonsini Goodrich & Rosati

T L

1 month ago

added feature content

Five Issues for Wealthtech Companies to Consider Under the U.S. Securities Laws to a list, which is part of the listing

Wilson Sonsini Goodrich & Rosati

R D

a Manager Marketing

4 months ago

added featured article

Five Issues for Wealthtech Companies to Consider Under the U.S. Securities Laws

Companies in the growing “wealthtech” space often face novel regulatory and legal issues under the federal securities laws. Wealthtech companies blend traditional asset management and brokerage services with new technologies: among others, algorithmic modeling, including but not limited to artificial intelligence (AI); social media tools that allow investors to interact with one another; sophisticated communication protocols that facilitate more efficient trading; and data scraping to generate new sources of information about the economy, investments, and particular investors.

R D

a Manager Marketing

4 months ago

added featured article

AI in Wealthtech Field Guide

Our AI in Wealthtech Field Guide offers practical regulatory guidance for investment advisers using AI-based systems.

Wilson Sonsini Goodrich & Rosati

Wilson Sonsini Goodrich & Rosati

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Five Issues for Wealthtech Companies to Consider Under the U.S. Securities Laws

R D

AI in Wealthtech Field Guide

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Wilson Sonsini Goodrich & Rosati

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Five Issues for Wealthtech Companies to Consider Under the U.S. Securities Laws

R D

AI in Wealthtech Field Guide

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