Navigating the Regulatory Landscape for AI-Driven Securities Promotion

Navigate the complex regulatory landscape of AI-driven securities promotion with our expert insights. Learn how broker-dealers can leverage AI while ensuring compliance with SEC and FINRA regulations. Contact us for tailored legal guidance!

Key Highlights:

  • Regulatory Compliance: Understand the importance of adhering to SEC and FINRA rules for AI-generated content in securities promotion.
  • Broker-Dealer Responsibilities: Explore the critical role of broker-dealers in ensuring that AI marketing strategies are compliant and transparent.
  • Key Regulations: Review essential regulations like FINRA Rule 2210 and SEC Rule 17a-4 that govern AI-driven communications.
  • Risk Management: Learn about the importance of AI model risk management and the need for continuous monitoring and validation.
  • Vendor Oversight: Discover best practices for managing third-party AI vendors to ensure compliance and accountability.

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