AI-Powered Era Registers as RIA, Targets Mass Affluent

You can find original article here WealthManagement. Subscribe to our free daily WealthManagement newsletters. In a development that many financial advisors have long feared, the founders of a San Francisco-based, consumer-facing AI-native financial platform Era, announced they have registered the firm with the U.S. Securities and Exchange Commission as a registered investment advisor. The start-up has launched Context, a financial data hub that can connect to AI agents, including Anthropic’s Claude, Open ...