Artificial Intelligence for RIAs: Compliance Considerations and Practical Policies

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The use of artificial intelligence (“AI”) notetakers, while beneficial for productivity, raises significant concerns around privacy, security, and compliance. These risks are at the center of Brewer v. Otter.ai, a lawsuit filed on August 15, 2025, which claims Otter.ai unlawfully recorded conversations on popular video conferencing platforms without all participants’ consent and used the data to train its machine-learning models….
By: Stark & Stark
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Big Data and Artificial Intelligence (H) Working Group