Wealthtender Launches Industry s First Financial Advisor Review Platform Designed to be Fully Compliant with New SEC Marketing Rule
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HOUSTON, May 4, 2021 /PRNewswire/ After 60 years of regulatory prohibition, financial advisors now have a powerful new tool to grow their business thanks to the Securities and Exchange Commission (SEC) and the launch of Certified Advisor Reviews™ from Wealthtender.
Beginning today, the SEC Investment Adviser Marketing rule
1 offers financial advisors the opportunity to modernize their marketing activities by requesting and promoting client reviews online.
Wealthtender Certified Advisor Reviews (TM) help consumers make smarter hiring decisions when choosing a financial advisor. Wealthtender is the first independent financial advisor review platform designed to be fully compliant with the SEC Investment Adviser Marketing rule. Learn more at https://wealthtender.com.