By now you’ve probably heard that recent SEC guidance on testimonials has clarified the use of third-party social media review sites. (You can read the complete guidance from the SEC here.)
However, it's not clear how well advisors either know these sites or understand the potential influence either could have on a business.
Register or login for access to this item and much more
All Financial Planning content is archived after seven days.
Community members receive:
- All recent and archived articles
- Conference offers and updates
- A full menu of enewsletter options
- Web seminars, white papers, ebooks
Already have an account? Log In
Don't have an account? Register for Free Unlimited Access