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The Rise of AI-Driven Investing in Retail Finance Generative artificial intelligence (“GenAI”) innovations are rapidly transforming the formulation, analysis, and delivery of investment advice. Many broker-dealers and investment advisers are…

In recent blog posts, we provided a quick guide on which AI models should be used for which legal tasks (e.g., research vs. writing vs. image generation). We will be…

Allowing employees to use generative AI (“GenAI”) comes with significant risks—such as the loss of confidentiality over sensitive firm and client information, mistakes occurring in important documents or decisions, loss…