SEC’s Modernized Marketing Rule: How to Comply & Why You May Want to Act Now

Broadcast May 26, 2021

Investment advisers have an extended time period to comply with the new SEC marketing rule, but that doesn’t mean you should wait. There are real business benefits to adopting the rule now, including gaining a competitive advantage. Offered in partnership with Kaufman Rossin, this timely webinar provides insights on how you can leverage RIA compliance technology and services to meet new rule requirements while expanding your marketing, advertising, and communications efforts to attract more clients.