Can a Financial Advisory Firm Sell or License Its Data to AI Companies?

RIAs and wealth managers: what SEC Regulation S-P allows when you sell or license data to AI companies, who owns what (you, your clients, the custodian), and why your advisors' review notes are what AI companies want. See the slides and read along: https://AITrainingDataBroker.com/slides/financial-advisory-firm-sell-license-data-to-ai/ Find out if your firm's data is worth licensing (free 10-minute check, nothing to sign): https://AITrainingDataBroker.com/sell Building AI and need real company data? https://AITrainingDataBroker.com/buy More: Articles for sellers and buyers: https://AITraini...