A welcome industry development gets a critical assessment
Advisors face a host of challenges integrating new tech
Regulators alleged the firm's onboarding process for new reps was deficient
Anthony Ostler also called for more consumer protection in the emerging payments space
BMO partners with ARK on innovation funds, and Purpose prepares single-stock ETFs
The regulator said investors fell prey to the hype around digital assets
Initiative aims to streamline compliance, facilitate automation
AI can improve investment management, but it comes with new risks
Digitization can provide product advice, but clients still want to talk to humans
There are still attractive investments in the sector