Unpacking the SEC’s guidance on client reviews
Kitces digs into recent news that advisers won't be dinged for client reviews on third-party websites
In the wake of news that the Securities and Exchange Commission issued guidance on customer reviews of advisers that are posted on third-party websites such as Yelp, blogger Michael Kitces, partner and director of research for Pinnacle Advisory Group, talked with InvestmentNews editor Fred Gabriel about the impact on advisers.
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