While many firms accepted the SEC's amnesty-like program over mutual fund share-class disclosures, CapWealth's Tim Pagliara argues that the commission's case is "riddled with holes" and should be dropped.
This informative webinar on Mar. 11th unveils the findings and objective analyses mined from 38,607 marketing campaigns deployed by financial advisers in 2020. The results of this report will set the precedent and benchmark for the adviser-specific digital marketing landscape in 2021.
