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Beware When Advertising Recent Performance

Saturday, Feb 22 2014
Regulatory & Compliance
Written by  PFA News

Advisors may easily run afoul of regulators when advertising performance numbers for the five-year period that will end in March. So reports Reuters.

That’s because the S&P 500 nearly tripled during that period, so advisors need to provide the appropriate context and details when advertising their investment performance during that timeframe.

Read the full article from Reuters.

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