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The SEC Marketing Rule Just Kicked In. Are FinancialAdvisors Ready?

Barron’s writes about the new SEC Marketing Rule kicking in and whether or not financial advisors are ready for the change.

Anthony Woodard said “We feel pretty well prepared,” and Terra McBride said “This business has a history of success through referral. We intend to fully explore all the ways we can incorporate testimonials and endorsements into our marketing mix.”

Read full article here. Note, this article is may require a paid account to read.

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