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SEC Releases New Marketing Rule FAQs on Performance
News March 20, 2025 at 09:55 AM
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What You Need To Know
- The updated guidance answers questions on extracted performance and portfolio characteristics.
- SEC examiners have interpreted extracted performance in conflicting ways, a compliance consultant says.
- The new FAQs clear the way for advisors to share important information with clients and reduce confusion, IAA's Gail Bernstein says.
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