Subscribe

Fidelity launches new compliance business line Saifr

Fidelity compliance

The technology lets artificial intelligence do the monotonous tasks of compliance reviews, allowing marketers and compliance teams to focus on the more complex details.

Fidelity Investment Co. launched a new business line Monday that's focused on compliance technology and offers products to create client communications and social media posts that stay in bounds of regulatory guidelines.

The technology pairs artificial intelligence with social listening to uncove

Subscribe or log in to read the rest of this content.

Related Topics: ,

Learn more about reprints and licensing for this article.

Recent Articles by Author

Into the metaverse

Financial services firms are hanging out their shingles in the burgeoning world of virtual societies, hoping to attract a new breed of digitally native customers.

Morningstar ranks best and worst robo-advisers

The latest study from the financial services firm found that top advice-oriented providers offer fairly comprehensive planning tools, ranging from online advice only to one-on-one human financial advisers who are just a phone call away. 

Schwab launches direct indexing

Schwab Personalized Indexing will bring the benefits of direct indexing, like better tax management and portfolio management capabilities, to a wider spectrum of investors and advisers.

Financial help a top concern for aspiring advisers

A new survey of some 4,300 financial advisers and students found that a lack of financial assistance was the No. 1 barrier to entry into the industry, with nearly half of the respondents citing finances as a top concern.

Goldman Sachs to acquire retirement plan robo NextCapital

The company's asset management unit already supervises a total of $350 billion in assets in defined-benefit and defined-contribution accounts and will utilize the acquisition to provide new digital tools to customers. 

X

Subscribe and Save 60%

Premium Access
Print + Digital

Learn more
Subscribe to Print