The SEC also filed charges against Douglas McKelvey, who was accused of stealing $1.7 million from the Morgan Stanley accounts of his mother and mother-in-law over a period of nearly 10 years.
The platform, first launched in April 2022, now features digital client onboarding, an updated dashboard and the ability to exclude more individual stocks.
For companies seeking to build AI systems for the finance industry, Fidelity’s decades worth of online transaction records, customer call transcripts and face-to-face client interaction reports would be a treasure trove.
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