Munther Haddad, who had been Thomson Investment Software's director of client relations for the Americas, has taken over the job of global director for client services for the Portia portfolio management system. Haddad is replacing Linda Bertone, who moved over to become director of operations for TIS treasury and cash management products (IMT, Feb. 1). Paul Leone, who had been a Portia account manager, is filling Haddad's old position. Other changes took place in TIS' UK office, where Doug

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SEC squares off with broker-dealers over data analytics usage

The Gensler administration has ruffled feathers in the broker-dealer community with a new proposal seeking to limit their use of predictive data analytics. But at the heart of this deal is something far more seismic: one of the first attempts by the SEC to regulate AI.

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