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Articles tagged "Antonia Apps"


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Antonia Apps: Betterment … wasn’t transparent about the service’s changes, constraints, and coding errors that adversely impacted thousands.

Betterment learns 'move fast, break things' has its price after settling SEC compliance charges for $9 million over transparency, disclosure lapses involving tax loss harvesting

The $36-billion New York City robo-advisor has since upped its game by hiring a Merrill Lynch compliance alumnus and a CEO steeped in 'operations.'

April 28, 2023 at 1:52 AM

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