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#ItzOnWealthTech Ep 9: Digital Advice Trends with Randy Bullard

WealthTech Today

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Is Regulation Coming Down Harder on Digital Wealth?

The vast majority of robo digital offerings are offered as an investment advisory service. The SEC, for the most part, I would call them friends of digital advice. It'll be interesting to see what ultimately happens around DOL and broader fiduciary adoption.

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