The New SEC Advertising Rule: 5 New Marketing Opportunities for Financial Advisors

After being published in the Federal Register for 60 days, the new SEC advertising rule is now in full effect.  And as of May 4th, 2021, advisors and other financial professionals will have the opportunity to leverage the marketing strategies created by the new rule. To help financial advisors…

Regulation Best Interest (Reg BI) and FMG Suite

FMG Suite changes for Reg BI Updated April 28, 2020 The FMG Suite Family of Companies has been busy over the past few months reviewing and updating our advertising material to meet the new Regulation Best Interest requirements. In case you missed it, the SEC clarified its stance this week on the…