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Matt and Julie interview Eric Purple and Shreya Matt, partner at Stradley Ronon and director of product management at Morningstar respectively, about the impacts of the SEC marketing rule and how advisors can position transparency as a competitive advantage.
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Matt and Julie interview Eric Purple and Shreya Matt, partner at Stradley Ronon and director of product management at Morningstar respectively, about the impacts of the SEC marketing rule and how advisors can position transparency as a competitive advantage.
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