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Episode 52: AI Policies for Investment Advisers
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Everyone wants in on the AI craze – in addition to being the latest buzzy trend, AI is a technology that can actually think for you (or at least, trick people into thinking it’s thinking). Given the potential time and money savings AI can generate, a business owner like you might be negligent for not exploring how it could help their business. But before you go too hog wild, listen to today’s episode for a boring dose of caution. How’s that for a tag line?!
Key Points From This Episode:
- Quick Corporate Transparency Act update.
- How investment advisers that want to dive head-first into AI are like my children.
- Important considerations for investment advisers using AI:
- Acceptable Use Policy
- Accurate disclosures
- Mind the fiduciary duty!
Disclaimer:
This show is for informational purposes only. Nothing presented here constitutes legal advice. Tokens of Wisdom is produced by Dave Rothschild, partner at Cole-Frieman & Mallon LLP headquartered in San Francisco, California. For more information, visit https://colefrieman.com/
Links Mentioned in Today’s Episode:
Dave Rothschild - https://www.linkedin.com/in/davidcrothschild/
Cole-Frieman & Mallon LLP - https://colefrieman.com/
Music by Joe Ginsberg - https://www.instagram.com/thejoeginsberg
For any questions or comments, email: tow@colefrieman.com
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