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...Innovator is now seeking to expand beyond its core audience of registered investment advisers by gaining traction on larger platforms, explains Graham Day, the company’s chief investment officer....
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...The SEC says that Delphia said in press releases, filings and on its website that it used AI in its investment process, while Global Predictions bragged that it was “first regulated AI financial advisor”...
...In a 28-year PwC career, Griggs has been an auditor and advisor focused on financial services clients, including as lead auditor of Goldman Sachs....
...As Philip Middleton of STJ Advisors notes, commission sharing accounts (CSAs) allowed investors to trade with their favoured broker and then split the commission among different firms to recognise research...
...This gives it unmatched authority to compel corporate decarbonisation through investment decisions and shareholder activism....
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