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Are Robo-Advisors Fiduciaries? (PDF)
Melanie L. Fein via SSRN 
Sept. 19, 2017 23 pages. "This paper addresses whether robo-advisors are 'fiduciaries.' The simple answer is 'yes.' As registered investment advisers, robo-advisors are deemed to be 'fiduciaries' that owe a fiduciary duty of loyalty to their customers and can be liable for breach of fiduciary duty.... Merely labeling robo-advisors as 'fiduciaries' does not signify what fiduciary standard of care they are subject to, which should be of most interest to investors and regulators[.]" MORE >> |
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