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vladko
4029 days ago
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.
1 comments
pbreit
4028 days ago
"that would be true for any public-facing text, which relates to financial advice"
When coming from an RIA or other regulated entity, yes.
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When coming from an RIA or other regulated entity, yes.