The SEC’s Updated Advisor Marketing Rules: 5 Benefits of Collecting Client Reviews
The SEC’s long overdue update to the Advisor Marketing Rules, scheduled to be effective on May 4, 2021, will have a far-reaching impact on future advisor marketing opportunities. The changes will allow advisors to solicit and display client testimonials, non-client endorsements, and 3rd-party review site ratings. While it may take some time to sort through all […]
The SEC’s Updated Advisor Marketing Rules: 5 Benefits of Collecting Client Reviews Read More »