Marketing Rule Webinar Series
With the Securities and Exchange Commission’s new marketing rule taking effect on November 4 , 2022, registered investment advisers need to be ready to adhere to the updated rule, which includes new complexities, opportunities and drawbacks.
We’re hosting an external webinar series to help RIAs better prepare and understand the new rule and its 400+ page adopting release. The first webinar explained compensated testimonials and endorsements, as well as third-party rankings and ratings.
Our six recordings are available now on the below topics:
- The New Marketing Rule: Practical Implications of the Modernized Advertising Rule presented by Sean Farrell, Managing Director, IQ-EQ
- The New Marketing Rule: Practical Implications of the Modernized Advertising Rule for Social Media presented by Lindsay Burckett-St Laurent, Director, IQ-EQ
- The New Marketing Rule: Practical Implications of the Modernized Advertising Rule for Fund Performance presented by Darren Mooney, Managing Director, IQ-EQ
- The New Marketing Rule: Practical Implications for FinTech Investment Advisers and Investment Advisers Operating in an Increasingly Digital Industry, presented by Annie Kong, Managing Director, IQ-EQ
- The New Marketing Rule: Practical Implications of the Modernized Advertising Rule for Performance Marketing presented by Darren Mooney, Managing Director, IQ-EQ
- The New Marketing Rule: Remaining Impressions on the SEC's Marketing Rule with all previous presenters from IQ-EQ