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Not Your Grandfather's Advertising Rule
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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By Morningstar, Ben Johnson, Julie Willoughby
4.7
1111 ratings
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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