TLDR Tech / Crypto
Legal Work Behind SEC-Registered Coinbase Advisor
Coinbase Advisor is an SEC-registered AI investment advisor offering multi-asset recommendations and automated tax-loss harvesting to Coinbase One members in the US. Registering an AI system as an investment advisor under SEC rules is a novel compliance structure, and involves having a separate entity registered with the SEC as an RIA and providing advice via the tool but with the vetting of portfolio managers.
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