قامت هيئة الأوراق المالية والبورصات بتخفيف قواعد التسويق للمستشارين الماليين قبل 4 سنوات. كيف تغيرت ممارسات الشركات الآن.

The Securities and Exchange Commission’s much-anticipated marketing rule, which took full effect in November 2022, has given advisor firms significant latitude to present an appealing picture to prospective clients. The rule allows client testimonials, third-party endorsements, and paid promotions, including celebrity-style endorsements, and it lets advisors market their investment performance results—as long as requirements around disclosure, clear presentation, and so on are met.

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