Close

Articles Posted in Advisers Act’s Cash Solicitation Rule

Updated:

Robo-Adviser Settles Charges with SEC for Making Misleading Statements

Demonstrating its regulatory interest in the robo adviser industry, on December 21, 2018, the Securities and Exchange Commission issued an Order Instituting Administrative and Cease-and-Desist Proceedings against Wealthfront Advisers, LLC, a registered investment adviser which uses a software-based “robo adviser” platform in servicing its clients. The action is the second…

Contact Us