[pbreit]

That also makes me think this is a potential legal nightmare for RIAs using it. Those survey questions you see on other sites (and pretty much all the text on the page) has gone through a ridiculous amount of legal review before it goes live.

[vladko]

that would be true for any public-facing text, which relates to financial advice. a good CFA (RIA) knows what to ask and how to ask, it's not really that complicated.

[pbreit]

"that would be true for any public-facing text, which relates to financial advice"

When coming from an RIA or other regulated entity, yes.